Overview
Assets Under Management: $109 million
Headquarters: LOMPOC, CA
High-Net-Worth Clients: 44
Average Client Assets: $1.7 million
Frequently Asked Questions
FINANCES FOR REAL LIFE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324090), FINANCES FOR REAL LIFE is subject to fiduciary duty under federal law.
FINANCES FOR REAL LIFE is headquartered in LOMPOC, CA.
FINANCES FOR REAL LIFE serves 44 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, FINANCES FOR REAL LIFE offers financial planning and portfolio management for individuals. View all service details ↓
FINANCES FOR REAL LIFE manages $109 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, FINANCES FOR REAL LIFE serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.87%
Average Client Assets: $1.7 million
Total Client Accounts: 332
Discretionary Accounts: 332
Regulatory Filings
CRD Number: 324090
Filing ID: 2076753
Last Filing Date: 2026-03-24 15:50:20