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 31 - 40 of 44 top financial advisors.
31
Luke A. Geller
CRD#: 7222058
11512 El Camino Real, Suite 100, San Diego, CA 92130

Luke Geller (CRD# 7222058) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

32
Linda A. Hilton
CRD#: 7262624
11512 El Camino Real, Suite 100, San Diego, CA 92130

Linda Hilton (CRD# 7262624) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

33
Jeffrey C. Lapierre
CRD#: 5508427
11512 El Camino Real, Suite 100, San Diego, CA 92130

Jeffrey Lapierre (CRD# 5508427) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

34
Gabriel J. Lindemann
CRD#: 7222771
11512 El Camino Real, Suite 100, San Diego, CA 92130

Gabriel Lindemann (CRD# 7222771) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

35
Salvador Mendoza
CRD#: 7328344
11512 El Camino Real, Suite 100, San Diego, CA 92130

Salvador Mendoza (CRD# 7328344) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

36
Billie C. Miles
CRD#: 7161977
3400 Inland Empire Blvd, Suite 101, Ontario, CA 91764

Billie Miles (CRD# 7161977) is an Investment Advisor Representative working at Lifepro Asset Management in Ontario, CA and has 1 year of experience in the finance industry.

37
Lucas Miller
CRD#: 7889592
11512 El Camino Real, Suite 100, San Diego, CA 92130

Lucas Miller (CRD# 7889592) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

38
Mitchell J. Monson
CRD#: 4425228
11512 El Camino Real, Suite 100, San Diego, CA 92130

Mitchell Monson (CRD# 4425228) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 19 years of experience in the finance industry.

39
Roderick J. Mosley
CRD#: 7598159
626 Wilshire Blvd., Suite 410, Los Angeles, CA 90017

Roderick Mosley (CRD# 7598159) is an Investment Advisor Representative working at Lifepro Asset Management in Los Angeles, CA and has 1 year of experience in the finance industry.

40
Adam J. Reyna
CRD#: 7328498
11512 El Camino Real, Suite 100, San Diego, CA 92130

Adam Reyna (CRD# 7328498) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has 1 year of experience in the finance industry.

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