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CRD: 167732
Life Strategies, Inc.
LA Jolla, CA, 92037
9165413846
$121.2M Total AUM
$121.2M Disc. AUM
-- 3Y CAGR
2 Employees
115 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-07-2013
- Office Locations
- 1
Office Locations
4250 Executive Square Ste. 750 LA Jolla CA
About Life Strategies, Inc.
Life Strategies, Inc. is a LA Jolla-based RIA. The firm has been operating for 12 years. Managing $121.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
44 AVG AGE
$121.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Pioneer unison
Investment Themes
Bridge Wave
Investment Vehicles
Zenith prime
Services
Crest wave Peak Momentum Frontier Ridge Element legacy
Owner & Executives
DOUGLAS SCOTT ANDERSON
Chief Compliance Officer, Owner, President, Principal
- CRD
- #4625870
- Ownership
- 75% or more
(546) 431-4326
capital.ember@peakcapital.com
in linkedin.com/in/oak-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,245,786 | $450,728 |
| Non-Discretionary | $0 | -- |
| Total | $121,245,786 | $450,728 |
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Separately Managed Accounts
Total SMA Asset: $121,245,786
Public Funds:
57.7% Equity - Exchange:
21.7% Cash:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $686,828,743 | 57.7% |
| Equity - Exchange | $258,304,744 | 21.7% |
| Cash | $245,210,955 | 20.6% |
| Total | $1,190,344,442 | 100.0% |