Lajala & Associates

Overview

Lajala & Associates is a California-based, sole-proprietor independent RIA that serves individual and family clients. The adviser combines portfolio management for individuals and small businesses with accounting-related activities, positioning itself to offer investment oversight alongside tax and bookkeeping-oriented expertise. The firm charges fees as a percentage of assets under management and does not market itself as an ESG-focused manager or a multi-state adviser. The practice is small and owner-driven, which tends to imply a high level of direct advisor involvement in client relationships and portfolio decisions. The firm does not present itself as a capital allocator to third‑party managers; instead, its activities center on managing client portfolios directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices