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Overview Share
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San Antonio, Texas
$232.0 million AUM
1 office

Financial Life Advisors is based in San Antonio, Texas and has $232.0 million in assets under management.

Location
14607 San Pedro Avenue
Suite 190
San Antonio, TX 78232
$232.0 million
AUM
10
Employees
AUM Share
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$232,032,772
Assets under management
668 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 107 $31,411,553 14% $293,566
High net worth individuals 113 $133,512,335 58% $1,181,525
Pension and profit sharing plans 19 $44,874,009 19% $2,361,790
Charitable organizations Fewer than 5 clients $8,207,122
Other corporations or businesses Fewer than 5 clients $14,027,753
Employees Share
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10
Employees
7
Investment analysts
70% of total employees
AUM per employee Share
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$232,032,772
Assets under management
$23,203,277
AUM per employee
$33,147,539
AUM per investment analyst
About Share
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Compensation

Financial Life Advisors makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Financial Life Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 128,502
SEC number 801-111024
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date May 28, 2020

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