Life Strategies, Inc.
Life Strategies, Inc. (CRD# 167732) is a financial advisory firm headquartered in La Jolla, CA. They manage $95,500,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management96MILLION
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Total Number of Accounts90ACCOUNTS
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Average Account Value$1,061,111
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Life Strategies, Inc.
1
Douglas Anderson (CRD# 4625870) is an Investment Advisor Representative working at Life Strategies, Inc. in La Jolla, CA and has over 21 years of experience in the finance industry.
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