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Building 2LIFEPRO ASSET MANAGEMENT

Map pinSAN DIEGO, CA
Phone(888) 543-3776
NotebookSEC #801-118422
Total AUM
$311.3M
Employees
42
Clients
1,105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11512 EL CAMINO REAL
SUITE 100
SAN DIEGO
CA 92130
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(888) 543-3776
Other Offices
35

ReceiptFinancials

Total AUM
$311.3M
Accounts
1,105
Discretionary
$311.3M
Accounts
1,105
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,049
AUM
$167.9M
HNW Individual Clients
55
AUM
$138.7M
Charitable Organization Clients
1
AUM
$4.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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