LIFEPRO ASSET MANAGEMENT
Latest filing: Jan 23, 2025 (175 days ago)
AUM
$311,330,551
0% change vs. 1 year ago
-27% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
42
0% change vs. 1 year ago
-45% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SAN DIEGO, CA
11512 EL CAMINO REAL, SAN DIEGO, CA, UNITED STATES, 92130
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,049 | $0.2 |
| Average Individual AUM | $160,034 | |
| HNW | 55 | $0.1 |
| Average HNW AUM | $2,522,104 | |
| Retail Total | 1,104 | $0.3 |
| Average Retail AUM | $277,709 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN DIEGO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 32% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 5% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 8% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 45% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 8% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | $3.6 | 300572 | |
| CORECAP ADVISORS, LLC | $3.2 | 158819 | |
| TLG ADVISORS, INC. | $1.9 | 111052 | |
| THE LEADERS GROUP, INC. | $0.0 | broker-dealer | 37157 |
| CORECAP INVESTMENTS, LLC | $0.0 | broker-dealer | 37068 |
| LIFEPRO FINANCIAL SERVICES INC. | $0.0 | - | |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| REABURN, ROBERT, ANDREW | CHIEF INVESTMENT OFFICER |
| ULZ, HEATHER, NICOLE | CEO AND BOARD MEMBER |
| RAIDER, SCOTT, N | CHIEF COMPLIANCE OFFICER |
| LEIDNER, MITCHELL, MARC | CFO/TREASURER AND BOARD MEMBER |
| NEVEJANS, BENJAMIN | PRESIDENT |
| DONALDSON, BRUCE, GEORGE | BOARD MEMBER |
| MCCANN, ERIN, BARTLETT | BOARD MEMBER |
| WICKERSHAM, SEAN, DAVID | BOARD MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
46 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LAURENCE WILLIAMS II | SAN DIEGO | CA | |||||||
| MICHAEL CLEMENTI | SAN DIEGO | CA | |||||||
| RONNIE CARUTHERS | SAN DIEGO | CA | S63|1997-03-03|S65|2017-03-02 | ||||||
| EMILE DUFRENE | SAN DIEGO | CA | S65|2010-06-01|S63|2014-11-06 | ||||||
| JULIET CARDONA | SAN DIEGO | CA | S66|2016-08-19 | ||||||
| RODERICK MOSLEY | SAN DIEGO | CA | |||||||
| JASON PARRISH | SAN DIEGO | CA | S66|2003-06-06 | ||||||
| MICHAEL ZESATI | SAN DIEGO | CA | S66|2022-08-01 | ||||||
| BILLIE MILES | SAN DIEGO | CA | |||||||
| ROBERT REABURN | SAN DIEGO | CA | S65|2016-05-25 | ||||||
| CATHERINE PINKAS | SAN DIEGO | CA | S63|2003-03-13|S66|2018-12-31 | ||||||
| ANTOINETTE RYDER | SAN DIEGO | CA | S63|1999-02-26 | ||||||
| DAVID JULIAN | SAN DIEGO | CA | S65|2016-08-18 | ||||||
| KYLE TOMKO | SAN DIEGO | CA | |||||||
| KEVIN NUBER | SAN DIEGO | CA | S65|2016-12-05 | ||||||
| BRANDON MURPHY | SAN DIEGO | CA | |||||||
| JAMES BOWER | SAN DIEGO | CA | S63|2009-11-12|S65|2012-05-03 | ||||||
| PAUL REABURN | SAN DIEGO | CA | S63|2000-04-10|S65|2017-01-14 | ||||||
| SALVADOR MENDOZA | SAN DIEGO | CA | |||||||
| GARY MORROW | SAN DIEGO | CA | S65|2013-05-28 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AK-03/10/2022, AL-03/31/2022, AR-03/10/2022, AZ-04/10/2020, CA-04/10/2020, CO-03/08/2022, CT-04/10/2020, DC-11/02/2020, DE-03/10/2022, FL-04/10/2020, GA-04/10/2020, HI-03/10/2022, IA-03/10/2022, ID-04/10/2020, IL-04/10/2020, IN-04/10/2020, KS-04/10/2020, KY-09/18/2020, LA-04/10/2020, MA-04/07/2021, MD-04/10/2020, ME-03/10/2022, MI-03/10/2022, MN-03/10/2022, MO-03/10/2022, MS-03/10/2022, MT-03/10/2022, NC-04/10/2020, ND-03/10/2022, NE-03/10/2022, NH-03/10/2022, NJ-09/01/2020, NM-04/10/2020, NV-04/10/2020, NY-06/29/2020, OH-04/10/2020, OK-03/10/2022, OR-04/10/2020, PA-03/10/2022, RI-03/10/2022, SC-03/10/2022, SD-03/10/2022, TN-04/20/2020, TX-04/10/2020, UT-04/10/2020, VA-03/10/2022, VT-03/10/2022, WA-04/10/2020, WI-03/10/2022, WV-03/10/2022, WY-03/10/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV