RIA Intel›Advisers›California›LIFEPRO ASSET MANAGEMENT, LLC

LIFEPRO ASSET MANAGEMENT, LLC

Advisory

N·SAN DIEGO, CA

Data as of Mar 12, 2024 · Source: SEC Form ADV

Total AUM
$311M
1-Year AUM Growth
+21.4%
3-Year CAGR
-7.0%
Employees
40
Assets Under Management
Total AUM$311M
Discretionary AUM$311M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,105
Team
Total Employees40
Investment Advisers42
Employee Growth (1Y)—
Filing History
Total Filings on Record27
First FilingMar 12, 2020
Latest FilingMar 12, 2024
🔒 Full AUM trend chart and 27 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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