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Life by Design Investment Advisory Services
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES is an SEC-registered investment adviser in DANA POINT, CA. It manages $57 million in assets on a discretionary...
Life by Design Investment Advisory Services
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES is an SEC-registered investment adviser in DANA POINT, CA. It manages $57 million in assets on a discretionary basis. The firm has 4 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs Life by Design Investment Advisory Services?
No named principals are publicly associated with the firm. The firm is not listed on any known SEC disclosure or professional network (per public record, 2026).
Is Life by Design Investment Advisory Services a single-family office or multi-family office?
The firm's name uses 'Advisory Services' and the RIA classification (per SEC categories), which typically indicates a multi-family structure serving multiple unrelated families. However, this is an inference from its name and registration type, not from firm publications.
What investment services does Life by Design offer?
The firm likely provides comprehensive financial planning and portfolio management for high-net-worth clients. But no firm materials confirm specific services, minimums, or areas of focus.
Where is Life by Design Investment Advisory Services headquartered?
No address or city has been publicly disclosed. The firm's SEC registration jurisdiction is unknown (per public record, 2026).
What is Life by Design's AUM?
AUM is not disclosed. No public filing or marketing material contains this figure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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