Choice Investors Alliance San Diego — Choice Investors Alliance, LLC is listed as a San Diego investment and financial advisory contact at 303 47th Street, SPC D58 (ZIP 92102), reachable at (619) 363-2117. Directory tags describe portfolio management, retirement planning, and wealth strategies for individuals and families in San Diego County—verify registration, fees, and Form ADV disclosures directly with regulators before transferring assets.
About Choice Investors Alliance, LLC
The firm name appears in Professional Business Directory’s financial services cluster with GSC visibility for San Diego investment-related queries. At desk review in July 2026, no standalone company website was linked in the manifest, and similarly named entities in other states (for example, Washington-based “Choice Investors LLC”) are unrelated unless explicitly confirmed.
California investment advisers below federal AUM thresholds typically register with the California Department of Financial Protection and Innovation (DFPI); larger advisers file with the SEC. Consumers should search adviserinfo.sec.gov (IAPD) and brokercheck.finra.org using the exact legal name and San Diego address before sharing account statements or signing advisory agreements.
The 47th Street address sits in central San Diego near Golden Hill/South Park corridors—confirm whether SPC D58 is a client-facing office or mail/service location when scheduling meetings.
Services and practice areas
- Portfolio management — diversified allocation and ongoing oversight aligned to stated risk tolerance (confirm discretionary vs. non-discretionary status in writing).
- Retirement planning — 401(k) rollovers, IRA contributions, Roth conversion analysis, and Social Security timing discussions.
- Comprehensive financial planning — budgeting, debt management, tax-efficiency coordination, and estate planning referrals.
- Alternative investments — REITs, private placements, or non-traded products may be discussed only for accredited investors; read offering documents carefully.
Who they serve
Public directory positioning targets San Diego individuals, pre-retirees, and families building long-term investment strategies—not institutional treasury management. Suitability depends on account size, liquidity needs, and whether the firm is registered as an investment adviser representative (IAR) or broker-dealer registered rep; ask which hat applies to each recommendation.
Languages and accessibility
Language capabilities and ADA access at the 47th Street suite were not confirmed on desk review—call (619) 363-2117 to ask about Spanish-language meetings, virtual vs. in-person reviews, and document delivery.
Location and contact
- Address: 303 47th St, SPC D58, San Diego, CA 92102, United States
- Phone: +1 619-363-2117
Frequently asked questions
How do I verify Choice Investors Alliance is registered?
Search IAPD and BrokerCheck for Choice Investors Alliance, LLC plus the San Diego address. If no match appears, ask the contact for CRD numbers, state license IDs, and a current Form ADV Part 2 brochure before investing.
Is this the same as Choice Investors LLC in Seattle?
No—similar names are common in investment listings. Washington registry data for a different “Choice Investors LLC” shows a Seattle address and unrelated principals. Match legal name, state, and phone to this San Diego listing only.
What fees should I expect from a San Diego adviser?
Advisers may charge asset-based fees (often 0.50%–1.25% annually), hourly planning fees, or commissions on products sold as a broker. Request the fee schedule, conflicts of interest, and total cost comparison in writing.
Last verified (desk review): July 2026 — NAP from directory manifest; registration not independently confirmed on IAPD at this address during review.
Report an error in this listing (wrong phone, closed office, etc.).
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Not financial or investment advice. Past performance does not guarantee future results. Verify registration, fees, and Form ADV with the SEC, FINRA, and California DFPI before committing assets.
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