Irving
Eisenberg

Royal Alliance Associates, Inc

CRD#2060823
Investment Advisor
in San Diego, CA
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About this Advisor

Irving Eisenberg is an investment advisor in San Diego, California. Currently an advisor at Royal Alliance Associates, Inc, they have gathered an impressive 27 years of work experience in the financial advisory industry. Eisenberg maintains a Series 63 license, which qualifies the advisor as a securities broker. Eisenberg can work with customers in California and Texas. Throughout their career, Eisenberg has worked at Royal Alliance Associates, Inc, Wealth Manager Group LLC and Wealth Manager Group. Royal Alliance Associates, Inc is headquartered in San Diego, California, and operates out of 459 brick-and-mortar locations throughout the country. In total, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 accounts and employs more than 1,933 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 16,603 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Royal Alliance Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Personal Financial Specialist

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3131 Camino Del Rio North Suite #1650
San Diego, CA 92108

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$7,615,432,719

CA Average: $10,121,009,343
Total Number of Employees

1,933

CA Average: 92
Total Number of Accounts

30,657

CA Average: 6,978
Average Account Size

$248,408

CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Irving Eisenberg Work History

Irving has 27 years of experience.

2006 - Present (13 years)

Wealth Manager Group LLC

2004 - Present (15 years)

Royal Alliance Associates, Inc

1991 - Present (28 years)

Wealth Manager Group

Disclosures

Irving Eisenberg has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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