|
⚲
|
| Lifepro Asset Management LLC
✚
| |
|---|---|
| CRD # | 285252 |
| SEC # | 801-118422 |
| CIK # | 0001838533 |
| AUM | $311.3 MM (2024-03-12) |
| Employees | 53 (64% Investors, 2% Brokers) |
| Phone | 888-543-3776 |
| Address | 11512 El Camino Real San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BABA | 312,333.0 | 5.9 | |
| BILI | 10,636.2 | 3.7 | |
| BEKE | 22,455.9 | 3.6 | |
| AGNC | 5,966.3 | 3.6 | |
| PTON | 3,326.3 | 3.5 | |
| ENPH | 25,743.1 | 3.3 | |
| JD | 100,795.2 | 3.3 | |
| CPNG | 22,382.9 | 3.2 | |
| GRAB | 9,675.8 | 2.9 | |
| TSLA | 723,390.3 | 2.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,176 | 164.3 |
| (b) Individuals (high net worth individuals) | 38 | 88.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,364 | 256.4 |
| By Discretionary | ||
| Discretionary | 2,364 | 256.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,364 | 256.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.4 | |
| Total | 2,364 | 256.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001838533] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Valiant Wealth LLC
✚
|
IA | 0.3 |
|
Altruist Financial Advisors LLC
✚
|
MI | 0.3 |
|
ADE LLC
✚
|
MD | 0.3 |
|
Jackson Financial Services LLC
✚
|
SC | 0.3 |
|
Integrity Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Square Advisors LLC
✚
|
0.3 | |
|
Bernzott Capital Advisors
✚
|
CA | 0.3 |
|
Futura Asset Advisors LLC
✚
|
FL | 0.3 |
|
S&A Financial Services Inc
✚
|
KS | 0.3 |
|
Fullcircle Wealth LLC
✚
|
TX | 0.3 |