← Back to search
LIFE STRATEGIES, INC.
CRD 167732 · SEC 801-131812
4250 EXECUTIVE SQUARE, STE. 750, LA JOLLA, CA, 92037, United States
Phone
916-541-3846
Fax
619-342-7172
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.2M
Discretionary AUM
$121.2M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $57.0M |
| High net worth individuals | 27 | $64.3M |
States served
CA
Official SEC filing: View on IAPD