RIA Intelligence

LIFE STRATEGIES, INC.

CRD #167732 SEC #801-131812 LA JOLLA, CA 916-541-3846
SEC Registered
Total AUM
$120.4M
Discretionary
$120.4M
Employees
2
Clients
26
Accounts
294

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDERSON, DOUGLAS, SCOTTIOWNER, CCOE Control
ANDERSON, DOUGLAS, SCOTTIOWNER, CCOE Control
ANDERSON, DOUGLAS, SCOTTIOWNER, PRESIDENT, CCOE Control
ANDERSON, DOUGLAS, SCOTTIOWNER, PRESIDENT, CCOE Control
ANDERSON, DOUGLAS, SCOTTIOWNER, PRESIDENT, CCOE Control
ANDERSON, DOUGLAS, SCOTTIOWNER, PRESIDENT, CCOE Control
ANDERSON, DOUGLAS, SCOTTIOWNER, PRESIDENT, CCOE Control
ANDERSON, DOUGLAS, SCOTTIOWNER, PRESIDENT, CCOE Control

Registrations

Federal

IA
Nov 19, 2025 REGISTERED

Notice Filings (1)

CA

Address

4250 EXECUTIVE SQUARE
STE. 750
LA JOLLA, CA 92037
United States
Phone: 916-541-3846