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Building 2LIFE STRATEGIES, INC.

Map pinLA JOLLA, CA
Phone916-541-3846
NotebookSEC #801-131812
Total AUM
$121.2M
Employees
2
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4250 EXECUTIVE SQUARE
STE. 750
LA JOLLA
CA 92037
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
916-541-3846

ReceiptFinancials

Total AUM
$121.2M
Accounts
269
Discretionary
$121.2M
Accounts
269
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
88
AUM
$57M
HNW Individual Clients
27
AUM
$64.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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