L
CRD: 152270
Life's Business, Inc.
Atlanta, GA, 30338
7704810903
$7.9M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2010
- Office Locations
- 1
Office Locations
2472 Jett Ferry Road Suite 400-226 Atlanta GA
About Life's Business, Inc.
Life's Business, Inc. is a Atlanta-based RIA. The firm has been operating for 16 years. Managing $7.9M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
55 AVG AGE
$7.9M AVG AUM / ADVISOR
$790.3K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Vital
Client Personas
Pioneer quantum
Investment Vehicles
Crest
Services
Insight matrix Bridge Glacier crest Ember Legacy value Optima
Owner & Executives
FELICIA A VOLOSCHIN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3090262
- Ownership
- 75% or more
(380) 740-5539
ember.element@meridiancapital.com
in linkedin.com/in/bridge-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,747,254 | -- |
| Non-Discretionary | $6,155,667 | -- |
| Total | $7,902,921 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,902,921
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,370,324,836 | 100.0% |
| Total | $8,370,324,836 | 100.0% |