Life By Design Investment Advisory Services

Life By Design Investment Advisory Services (CRD# 301816) is a financial advisory firm headquartered in Dana Point, CA. They manage $34,674,641 in 109 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
34179 Golden Lantern St., 101 E, Dana Point, CA 92629
https://www.linkedin.com/company/lbdias/
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $318,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at Life By Design Investment Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
Monique Marshall, financial advisor Dana Point CA
Monique R. Marshall
CRD#: 2582410
34179 Golden Lantern, Suite 101-e, Dana Point, CA 92629

Monique Marshall (CRD# 2582410) is an Investment Advisor Representative working at Life By Design Investment Advisory Services in Dana Point, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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