CRD: 301816
Life BY Design Investment Advisory Services
$57.2M Total AUM
$56.7M Disc. AUM
-- 3Y CAGR
4 Employees
59 ADV. Clients
7 yrs Firm Age
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-16-2019
- Office Locations
- 1
Office Locations
34179 Golden Lantern Suite 101-E Dana Point CA
About Life BY Design Investment Advisory Services
Life By Design Investment Advisory Services is a Dana Point, CA RIA led by Monique Marshall (RMA, AIF) focused on retirement wealth management. The firm pairs portfolio management with holistic planning—tax strategies, insurance/plan protection, and goal-based “bucket” planning—to support retirees and families through major life transitions. Member of XY Planning Network.
Team overview
-- AVG AGE
$57.2M AVG AUM / ADVISOR
$969.5K AVG AUM / CLIENT
7.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MONIQUE RENEE MARSHALL
Chief Compliance Officer, President
- CRD
- #2582410
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,713,988 | -- |
| Non-Discretionary | $486,704 | -- |
| Total | $57,200,692 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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