Lifepro Asset Management

Lifepro Asset Management (CRD# 285252) is a financial advisory firm headquartered in San Diego, CA. They manage $71,553,011 in 544 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $131,531
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NJ, NV, OH, OR, TX, UT, VA, WA

Financial Advisors at Lifepro Asset Management
Showing 1 - 10 of 26 top financial advisors.
1
Douglas C. Bryan
CRD#: 6877960
San Diego, CA 92130

Douglas Bryan (CRD# 6877960) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 3 years of experience in the finance industry.

2
Blake M. Campbell
CRD#: 2705885
Vero Beach, FL 32960

Blake Campbell (CRD# 2705885) is an Investment Advisor Representative working at Lifepro Asset Management in Vero Beach, FL and has over 24 years of experience in the finance industry.

3
Ronnie O. Caruthers
CRD#: 2859083
San Diego, CA 92130

Ronnie Caruthers (CRD# 2859083) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 22 years of experience in the finance industry.

4
Gregory M. Duckwitz
CRD#: 6933484
Salt Lake City, UT 84121

Gregory Duckwitz (CRD# 6933484) is an Investment Advisor Representative working at Lifepro Asset Management in Salt Lake City, UT and has over 3 years of experience in the finance industry.

5
Cameron M. Evans
CRD#: 3216303
Greenville, NC 27858

Cameron Evans (CRD# 3216303) is an Investment Advisor Representative working at Lifepro Asset Management in Greenville, NC and has over 20 years of experience in the finance industry.

6
Timothy S. Garrity
CRD#: 2586416
Pasadena, CA 91101

Timothy Garrity (CRD# 2586416) is an Investment Advisor Representative working at Lifepro Asset Management in Pasadena, CA and has over 20 years of experience in the finance industry.

7
Steven L. Holtz
CRD#: 1172957
Los Angeles, CA 90064

Steven Holtz (CRD# 1172957) is an Investment Advisor Representative working at Lifepro Asset Management in Los Angeles, CA and has over 22 years of experience in the finance industry. Steven Holtz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
J. B. Howard
CRD#: 4616718
San Diego, CA 92130

J. Howard (CRD# 4616718) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 16 years of experience in the finance industry.

9
David J. Julian
CRD#: 6987904
San Diego, CA 92130

David Julian (CRD# 6987904) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 3 years of experience in the finance industry.

10
Wade P. Lahmann
CRD#: 2749208
Roseville, CA 95661

Wade Lahmann (CRD# 2749208) is an Investment Advisor Representative working at Lifepro Asset Management in Roseville, CA and has over 23 years of experience in the finance industry.

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