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| Lifepro Asset Management LLC
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|---|---|
| CRD # | 285252 |
| SEC # | 801-118422 |
| CIK # | 0001838533 |
| AUM | $256.4 MM (2023-03-27) |
| Employees | 55 (64% Investors, 0% Brokers) |
| Phone | 888-543-3776 |
| Address | 11512 El Camino Real San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AEM | 22,129.1 | 5.5 | |
| GOLD | 33,007.1 | 5.1 | |
| TECK | 17,922.2 | 4.7 | |
| SLB | 52,255.6 | 4.6 | |
| DVN | 39,243.6 | 4.2 | |
| FCX | 44,631.0 | 4.1 | |
| BTU | 3,422.4 | 3.9 | |
| WPM | 17,101.8 | 3.7 | |
| OXY | 57,834.1 | 3.6 | |
| RIO | 102,512.8 | 3.6 | |
| 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) |
|---|---|---|
|
Access Financial Group Inc
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|
IL | 0.3 |
|
Sageguard Financial Group LLC
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|
TN | 0.3 |
|
Quantum Private Wealth LLC
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IL | 0.3 |
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Spartan Planning & Wealth Management LLC
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NC | 0.3 |
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Zullo Investment Group Inc
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PA | 0.3 |
|
Lane and Associates LLC
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NJ | 0.3 |
|
Bourne Lent Asset Management Inc
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|
NY | 0.3 |
|
Lifemark Securities Corp
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|
NY | 0.3 |
|
Capitol Private Wealth Group LLC
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|
VA | 0.3 |
|
Mascagni Wealth Management Inc
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|
MS | 0.3 |