Lifepro Asset Management

Lifepro Asset Management (CRD# 285252) is a financial advisory firm headquartered in San Diego, CA. They manage $311,330,551 in 1,105 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    1,105
    ACCOUNTS
  • Average Account Value
    $281,747
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Lifepro Asset Management
Showing 1 - 10 of 44 top financial advisors.
1
Christopher A. Abrams
CRD#: 6823008
3525 Del Mar Heights Rd, Suite 1052, San Diego, CA 92130

Christopher Abrams (CRD# 6823008) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 6 years of experience in the finance industry.

2
James M. Bower
CRD#: 3255227
11512 El Camino Real, Suite 100, San Diego, CA 92130

James Bower (CRD# 3255227) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 14 years of experience in the finance industry.

3
Juliet B. Cardona
CRD#: 6497150
Pleasanton, CA

Juliet Cardona (CRD# 6497150) is an Investment Advisor Representative working at Lifepro Asset Management in Pleasanton, CA and has over 7 years of experience in the finance industry.

4
Ronnie O. Caruthers
CRD#: 2859083
11512 El Camino Real, Suite 100, San Diego, CA 92130

Ronnie Caruthers (CRD# 2859083) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 27 years of experience in the finance industry.

5
Christopher P. Chiarella
CRD#: 1589423
11512 El Camino Real, Suite 100, San Diego, CA 92130

Christopher Chiarella (CRD# 1589423) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 33 years of experience in the finance industry.

6
Catherine M. Foss
CRD#: 5753760
11512 El Camino Real, Suite 100, San Diego, CA 92130

Catherine Foss (CRD# 5753760) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 14 years of experience in the finance industry.

7
Timothy S. Garrity
CRD#: 2586416
11512 El Camino Real, Suite 100, San Diego, CA 92130

Timothy Garrity (CRD# 2586416) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 24 years of experience in the finance industry.

8
Jennifer L. Jost
CRD#: 5020750
11512 El Camino Real, Suite 100, San Diego, CA 92130

Jennifer Jost (CRD# 5020750) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 18 years of experience in the finance industry.

9
David J. Julian
CRD#: 6987904
11512 El Camino Real, Suite 100, San Diego, CA 92130

David Julian (CRD# 6987904) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 7 years of experience in the finance industry.

10
Devin M. Larkins
CRD#: 4930349
11512 El Camino Real, Suite 100, San Diego, CA 92130

Devin Larkins (CRD# 4930349) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 18 years of experience in the finance industry.

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