Adviser Profile
| As of Date | 01/12/2025 |
| Registration status | Registration Changed to LIFE STRATEGIES, INC. |
| ADV Location | LA JOLLA, CA, United States |
| Contact Info | 916 xxxxxxx |
| Websites |
| AUM* | 95,500,000 |
| of that, discretionary | 95,500,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,061,111 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds