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).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $586,957
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Life Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James E. Kirk
CRD#: 4469680
Helendale, CA
86
Wealthminder
score

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.

2
Douglas S. Anderson
CRD#: 4625870
4250 Executive Square, Ste. 750, La Jolla, CA 92037
81
Wealthminder
score

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.

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