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FINANCES FOR LIFE, LLC

CRD 166163

Visit website

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

TypeClientsAUM
Individuals6$793K

All web addresses on file

Official SEC filing: View on IAPD