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LIFEPRO ASSET MANAGEMENT, LLC
LIFEPRO ASSET MANAGEMENT, LLC
LIFEPRO ASSET MANAGEMENT
SAN DIEGO, California
·
4 registered advisors
·
CRD# 285252
SEC# 801-118422
35
(888) 543-3776
01
Firm Overview
AUM
$311M
Regulatory assets under management
Employees
42
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LIFEPRO ASSET MANAGEMENT, LLC
4 registered advisors
Heather Nicole Ulz
SAN DIEGO, California
CRD# 3073249
Robert Andrew Reaburn
SAN DIEGO, California
CRD# 6706593
Scott N Raider
SAN DIEGO, California
CRD# 5813602
William Franklin Zimmerman
SAN DIEGO, California
CRD# 2832367
05
Office Locations
SAN DIEGO, California
4 advisors
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Data sourced from SEC Form ADV filings. LIFEPRO ASSET MANAGEMENT, LLC (CRD# 285252) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.