LIFEPRO ASSET MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 285252). Regulatory assets under management: $311.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Sean David Wickersham | BOARD MEMBER | — |
| Bruce George Donaldson | BOARD MEMBER | — |
| Erin Bartlett Mccann | BOARD MEMBER | — |
| Mitchell Marc Leidner | CFO/TREASURER AND BOARD MEMBER | — |
| Scott N Raider | CHIEF COMPLIANCE OFFICER | — |
| Robert Andrew Reaburn | CHIEF INVESTMENT OFFICER | — |
| Heather Nicole Ulz | CEO AND BOARD MEMBER | — |
| Benjamin Nevejans | PRESIDENT | — |
| POMBRA MANOJ KUMAR | CHIEF COMPLIANCE OFFICER | — |
| LEIDNER MITCHELL MARC | CFO/TREASURER; CFO/TREASURER AND BOARD MEMBER | — |
| WICKERSHAM SEAN DAVID | BOARD MEMBER | — |
| ZIMMERMAN WILLIAM FRANKLIN | CHAIRMAN | — |
| reaburn robert andrew | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR (+1 more) | — |
| ULZ HEATHER NICOLE | CEO; CEO AND BOARD MEMBER; CHIEF EXECUTIVE OFFICER | — |
| MCCANN ERIN BARTLETT | BOARD MEMBER | — |
| DONALDSON BRUCE GEORGE | BOARD MEMBER | — |
| RAIDER SCOTT N | CHIEF COMPLIANCE OFFICER | — |
| Nevejans Benjamin | PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 84 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| KINGWOOD | TX | 2 | 8014037799 |
| COTTONWOOD HEIGHTS | UT | 2 | 8015185409 |
| KINGWOOD | TX | 2 | 8014037799 |
| COTTONWOOD HEIGHTS | UT | 2 | 8015185409 |
| COTTONWOOD HEIGHTS | UT | 2 | 8015185409 |
| KINGWOOD | TX | 2 | 8014037799 |
| BEVERLY HILLS | CA | 1 | 8885433776 |
| CARLSBAD | CA | 1 | 8885433776 |
| HUNTINGTON BEACH | CA | 1 | 7144547719 |
| — | — | 1 | 8437359752 |
| MONROE TWP | NJ | 1 | 888-543-3776 |
| — | — | 1 | 8885433776 |
| LA VERNE | CA | 1 | 888-543-3776 |
| SAN LUIS OBISPO | CA | 1 | 888-543-3776 |
| — | — | 1 | 702-293-3003 |