LIFE STORY FINANCIAL

LIFE STORY FINANCIAL is an SEC-registered investment adviser (CRD 319662). Regulatory assets under management: $10.1M.

Registration

• CRD: 319662
• Type: Registered investment adviser
• Phone: 720-307-8901
• Latest filing: 2026-08-06
• Regulatory AUM: $10.1M
• Discretionary AUM: $10.1M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319662 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search