Life Strategies, Inc.
Life Strategies, Inc. (CRD# 167732) is a financial advisory firm headquartered in La Jolla, CA. They manage $27,000,000 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$586,957
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Kirk (CRD# 4469680) is an Investment Advisor Representative working at Life Strategies, Inc. in Helendale, CA and has over 14 years of experience in the finance industry.
Douglas Anderson (CRD# 4625870) is an Investment Advisor Representative working at Life Strategies, Inc. in La Jolla, CA and has over 13 years of experience in the finance industry.