Life Unlocked Partners LLC

Life Unlocked Partners LLC (CRD# 318642) is a financial advisory firm headquartered in , . They manage $11,583,769 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.lifeunlocked.partners
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $351,023
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Life Unlocked Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aleksandar Kelly, financial advisor Venice CA
Aleksandar Kelly
CRD#: 7862362
Venice, CA

Aleksandar Kelly (CRD# 7862362) is an Investment Advisor Representative working at Life Unlocked Partners LLC in Venice, CA and has 1 year of experience in the finance industry.

2
Mark Tennenbaum, financial advisor Venice CA
Mark S. Tennenbaum
CRD#: 7497529
Venice, CA

Mark Tennenbaum (CRD# 7497529) is an Investment Advisor Representative working at Life Unlocked Partners LLC in Venice, CA and has over 2 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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