| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin David Gurwitz Control | Partner | Under 5% | 2017 |
| Kfbg Holdings, LLC Control | Shareholder | Over 75% | 2017 |
| Kirk Warren Francis Control | Ceo, Cco | Under 5% | 2017 |
Financial Life Advisors LLC reports $345.8 million in regulatory assets under management on its Form ADV.
Financial Life Advisors LLC reports 11 employees.
Financial Life Advisors LLC is based in San Antonio, TX and has been SEC-registered since 2017.
Financial Life Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2338 N Loop 1604 W, Ste 311, San Antonio, TX 78248 |
| Phone | 210-918-8998 |
| Fax | 210-579-6615 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1730813 |
| Discloses disciplinary history | No |
| Discretionary | $292.5M |
| Non-discretionary | $53.2M |
| Total (RAUM) | $345.8M |