DECISION INVESTMENTS, INC.

DECISION INVESTMENTS, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 145073). Regulatory assets under management: $154.9M.

Registration

• CRD: 145073
• SEC file number: 801-132048
• Type: Registered investment adviser
• Location: 4445 EASTGATE MALL, STE 200, SAN DIEGO, CA, 92121
• Phone: 858-812-3026
• Latest filing: 2026-03-16
• Regulatory AUM: $154.9M
• Discretionary AUM: $154.9M
• Clients: 3
• Accounts: 324

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145073 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search