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 $193.9 MM (79% Disc, 100% US)
Employees11 (73% Investors, 0% Brokers)
Phone210-918-8998
Address14607 San Pedro Ave
San Antonio, TX 78232
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
195156117783902011201420172020
Sector Holding Cap ($MM) Value ($MM)
IGIB15.3
IEFA13.3
IVE9.7
IVW9.4
SCHP8.4
VMBS8.2
TLT6.0
VTV5.3
EMB5.1
IEMG4.8
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Comparable Firms State AUM ($BB)
Spicewood Oaks Advisors Inc
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Resnick Paul Gerson & Bilodeau Kenneth Robert
CA 0.2
Sutterfield Financial Group Inc
OK 0.2
Horizon Investment Services LLC
IN 0.2
Secure Asset Management LLC
MI 0.2
The Kocen Financial Group Inc
CA 0.2
Falcon Wealth Planning Inc
CA 0.2
Investors Asset Management Inc
TX 0.2
TowerPoint Wealth LLC
CA 0.2
Friedman Gregory HUGH
CA 0.2
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