Overview
Assets Under Management: $311 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 55
Average Client Assets: $2.5 million
Frequently Asked Questions
LIFEPRO ASSET MANAGEMENT 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 #285252), LIFEPRO ASSET MANAGEMENT is subject to fiduciary duty under federal law.
LIFEPRO ASSET MANAGEMENT is headquartered in SAN DIEGO, CA.
LIFEPRO ASSET MANAGEMENT serves 55 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, LIFEPRO ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LIFEPRO ASSET MANAGEMENT manages $311 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, LIFEPRO ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.56%
Average Client Assets: $2.5 million
Total Client Accounts: 1,105
Discretionary Accounts: 1,105
Regulatory Filings
CRD Number: 285252
Filing ID: 1819242
Last Filing Date: 2024-03-12 08:10:00