Vari Investor Services Inc is an adviser based in La Jolla. It manages $62.15 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2001.
Vari Investor Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vari Investor Services Inc is $62.15 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vari Investor Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Vari Investor Services Inc performs its advisory services is located at 7777 Fay Ave Ste 230, La Jolla, CA 92037 4325, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-454-3557 or by fax 858-454-3559. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.