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FINANCES FOR LIFE, LLC
CRD 166163
5857 OWENS AVENUE, SUITE 300, CARLSBAD, CA, 92008, United States
Phone
877-335-4110
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$793K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER
Org form
Limited Liability Company
Filing date
2026-02-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $793K |
All web addresses on file
Official SEC filing: View on IAPD