Wealth Management Firms

Ameriprise Financial Services Inc.

Company Website

8910 University Center Ln. Ste., 200
San Diego, CA 92122

Company Est.:

Year Est. in San Diego: 1962

Sourcebook Data

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Ameriprise Financial Services Inc.

Assets managed in 2012 (figures in millions)

$690

Number of local portfolio managers or investment advisers

60

Services offered

Financial planning, asset management, advice and wealth management

Executives

Walter Berman

  • Chief Financial Officer

James Cracchiolo

  • Chairman
  • Chief Executive Officer

Joseph Defalco

  • Branch Manager (San Diego)

Walter Berman

  • Executive Vice President