Lifepro Asset Management

Lifepro Asset Management (CRD# 285252) is a financial advisory firm headquartered in San Diego, CA. They manage $311,330,551 in 1,105 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    1,105
    ACCOUNTS
  • Average Account Value
    $281,747
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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Lifepro Asset Management
Showing 21 - 30 of 44 top financial advisors.
21
Michael J. Snasel
CRD#: 1202113
11512 El Camino Real, Suite 100, San Diego, CA 92130

Michael Snasel (CRD# 1202113) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 40 years of experience in the finance industry.

22
Heather N. Ulz
CRD#: 3073249
11512 El Camino Real, Suite 100, San Diego, CA 92130

Heather Ulz (CRD# 3073249) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 25 years of experience in the finance industry.

23
Mario M. Uyboco
CRD#: 2951740
La Verne, CA

Mario Uyboco (CRD# 2951740) is an Investment Advisor Representative working at Lifepro Asset Management in La Verne, CA and has over 26 years of experience in the finance industry.

24
Brian L. Zeek
CRD#: 6903846
15205 Springdale St., Huntington Beach, CA 92649

Brian Zeek (CRD# 6903846) is an Investment Advisor Representative working at Lifepro Asset Management in Huntington Beach, CA and has 1 year of experience in the finance industry.

25
Sean Brady
CRD#: 7334412
11512 El Camino Real, Suite 100, San Diego, CA 92130

Sean Brady (CRD# 7334412) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

26
Tad D. Buchoz
CRD#: 7256537
6306 W. Pacific Coast Hwy, Newport Beach, CA 92663

Tad Buchoz (CRD# 7256537) is an Investment Advisor Representative working at Lifepro Asset Management in Newport Beach, CA and has 1 year of experience in the finance industry.

27
Michael A. Clementi
CRD#: 7328477
11512 El Camino Real, Suite 100, San Diego, CA 92130

Michael Clementi (CRD# 7328477) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

28
Kim K. Colby
CRD#: 7203629
San Jose, CA

Kim Colby (CRD# 7203629) is an Investment Advisor Representative working at Lifepro Asset Management in San Jose, CA and has 1 year of experience in the finance industry.

29
Emile P. Dufrene
CRD#: 1986664
11512 El Camino Real, Suite 100, San Diego, CA 92130

Emile Dufrene (CRD# 1986664) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 13 years of experience in the finance industry.

30
Douglas S. Gahn
CRD#: 7478998
11512 El Camino Real, Suite 100, San Diego, CA 92130

Douglas Gahn (CRD# 7478998) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 2 years of experience in the finance industry.

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