LYFE U.S LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
306495
Registered since
November 26, 2019

Firm profile

FINTRX

Overview

Lyfe U.S LLC is established as a limited liability company and has been SEC-registered since 2019. The firm is owned by an individual and is classified generically (unclassified) in the available data. Its primary role is as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail wealth manager or multi-state advisory firm. The firm is not identified as an active ESG investor and does not appear to function as a capital allocator to separate managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • LI YAO

    Managing DirectorCRD 7203111

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
3000 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth