Financial Life Advisors LLC

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Assets, Funds, Holdings

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Financial Life Advisors LLC
CRD #128502
SEC #801-111024
CIK #1730813
AUM $232.0 MM (82% Disc, 100% US, 2020-03-20)
Employees10 (70% Investors, 0% Brokers)
Phone210-918-8998
Address14607 San Pedro Ave
San Antonio, TX 78232
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
235188141944702010201320172021
Sector Issuer Cap ($MM) Value ($MM)
IGIB 15.3
IEFA 13.3
IVE 9.7
IVW 9.4
SCHP 8.4
VMBS 8.2
TLT 6.0
VTV 5.3
EMB 5.1
IEMG 4.8
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Comparable Firms State AUM ($BB)
RBA Wealth Management LLC
CA 0.2
Family Asset Management LLC
SC 0.2
Midwest Financial Group LLC
KS 0.2
Acumen Wealth Advisors LLC
TN 0.2
Family Legacy Inc
SC 0.2
JCK Partners LP
NY 0.2
The Mutual Fund Store-Louisiana LLC
KS 0.2
Loewenberg R E Capital Management Corp
NY 0.2
Emerson Dankovich Advisors Inc
MI 0.2
Altus Wealth Group LLC
CO 0.2
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