PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Life Strategies, Inc.

● SEC registered since 2025CRD 167732SEC# 801-131812Cardiff, CA
Export (members)
Reg. AUM
$121.2M
Employees
2
Accounts
269
Location
Cardiff, CA

Life Strategies, Inc. assets under management

Life Strategies, Inc. is an SEC-registered investment adviser based in Cardiff, CA. The firm has been registered since 2025. It reports $121.2 million in regulatory assets under management and employs 2 people.

Life Strategies, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Douglas Scott Anderson ControlOwner, President, CcoOver 75%2009

Frequently asked questions

How much does Life Strategies, Inc. manage?

Life Strategies, Inc. reports $121.2 million in regulatory assets under management on its Form ADV.

How many employees does Life Strategies, Inc. have?

Life Strategies, Inc. reports 2 employees.

Where is Life Strategies, Inc. located?

Life Strategies, Inc. is based in Cardiff, CA and has been SEC-registered since 2025.

Does Life Strategies, Inc. disclose fund performance?

Life Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2533 S Coast Hwy 101, Ste. 280, Cardiff, CA 92007
Phone916-541-3846
Fax619-342-7172
Office hours9a.m.-4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$121.2M▲ 8%
Oct '25 — $112MNov '25 — $120.4MDec '25 — $120.4MJan '26 — $121.2MFeb '26 — $121.2MMar '26 — $121.2MApr '26 — $121.2MMay '26 — $121.2MJun '26 — $121.2MJul '26 — $121.2MAug '26 — $121.2M
Oct '25Form ADV, monthlyAug '26

How this firm compares

Regulatory AUMTop 89%
Larger than 11% of 16,340 advisers
EmployeesTop 86%
More than 14% of 16,820 advisers

Assets under management

$121.2Mregulatory AUM
Discretionary $121.2M