LIFEPRO ASSET MANAGEMENT, LLC
Legal name: LIFEPRO ASSET MANAGEMENT
CRD #285252 SEC #801-118422 SAN DIEGO, CA (888) 543-3776
SEC Registered
Total AUM
$311.3M
Discretionary
$311.3M
Employees
42
Clients
10
Accounts
1,105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $311.3M | $311.3M | $0 | 42 | 78 |
| Mar 2024 | $311.3M | $311.3M | $0 | 42 | 78 |
| Jan 2024 | $256.4M | $256.4M | $0 | 53 | 47 |
| Aug 2023 | $256.4M | $256.4M | $0 | 53 | 47 |
| Jul 2023 | $256.4M | $256.4M | $0 | 53 | 47 |
| Mar 2023 | $256.4M | $256.4M | $0 | 55 | 47 |
| Dec 2022 | $424.2M | $424.2M | $0 | 76 | 106 |
| Nov 2022 | $424.2M | $424.2M | $0 | 76 | 106 |
| Oct 2022 | $424.2M | $424.2M | $0 | 76 | 106 |
| Sep 2022 | $424.2M | $424.2M | $0 | 76 | 106 |
| Aug 2022 | $424.2M | $424.2M | $0 | 76 | 106 |
| Apr 2022 | $424.2M | $424.2M | $0 | 76 | 106 |
| Mar 2022 | $424.2M | $424.2M | $0 | 76 | 106 |
| Mar 2022 | $386.4M | $386.4M | $0 | 49 | 106 |
| Mar 2022 | $386.4M | $386.4M | $0 | 49 | 106 |
| Nov 2021 | $386.4M | $386.4M | $0 | 49 | 106 |
| Jul 2021 | $386.4M | $386.4M | $0 | 49 | 106 |
| Apr 2021 | $386.4M | $386.4M | $0 | 49 | 106 |
| Apr 2021 | $386.4M | $386.4M | $0 | 49 | 106 |
| Mar 2021 | $386.4M | $386.4M | $0 | 49 | 106 |
| Nov 2020 | $131.3M | $131.3M | $0 | 47 | 104 |
| Nov 2020 | $131.3M | $131.3M | $0 | 47 | 104 |
| Sep 2020 | $131.3M | $131.3M | $0 | 47 | 104 |
| Jun 2020 | $131.3M | $131.3M | $0 | 47 | 104 |
| Apr 2020 | $131.3M | $131.3M | $0 | 47 | 104 |
| Mar 2020 | $131.3M | $131.3M | $0 | 47 | 104 |
| Mar 2020 | $131.3M | $131.3M | $0 | 47 | 104 |
| Mar 2020 | $131.3M | $131.3M | $0 | 47 | 104 |
DateJan 2025
Total AUM$311.3M
Discretionary$311.3M
Non-Disc.$0
Employees42
Clients78
DateMar 2024
Total AUM$311.3M
Discretionary$311.3M
Non-Disc.$0
Employees42
Clients78
DateJan 2024
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees53
Clients47
DateAug 2023
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees53
Clients47
DateJul 2023
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees53
Clients47
DateMar 2023
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees55
Clients47
DateDec 2022
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees76
Clients106
DateNov 2022
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees76
Clients106
DateOct 2022
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees76
Clients106
DateSep 2022
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees76
Clients106
DateAug 2022
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees76
Clients106
DateApr 2022
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees76
Clients106
DateMar 2022
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees76
Clients106
DateMar 2022
Total AUM$386.4M
Discretionary$386.4M
Non-Disc.$0
Employees49
Clients106
DateMar 2022
Total AUM$386.4M
Discretionary$386.4M
Non-Disc.$0
Employees49
Clients106
DateNov 2021
Total AUM$386.4M
Discretionary$386.4M
Non-Disc.$0
Employees49
Clients106
DateJul 2021
Total AUM$386.4M
Discretionary$386.4M
Non-Disc.$0
Employees49
Clients106
DateApr 2021
Total AUM$386.4M
Discretionary$386.4M
Non-Disc.$0
Employees49
Clients106
DateApr 2021
Total AUM$386.4M
Discretionary$386.4M
Non-Disc.$0
Employees49
Clients106
DateMar 2021
Total AUM$386.4M
Discretionary$386.4M
Non-Disc.$0
Employees49
Clients106
DateNov 2020
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees47
Clients104
DateNov 2020
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees47
Clients104
DateSep 2020
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees47
Clients104
DateJun 2020
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees47
Clients104
DateApr 2020
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees47
Clients104
DateMar 2020
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees47
Clients104
DateMar 2020
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees47
Clients104
DateMar 2020
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees47
Clients104