Abdullah
Safdari
Lifepro Asset Management
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About this Advisor
Abdullah Safdari is a financial advisor based in Encino, California, working with Lifepro Asset Management. Abdullah has previously held positions at College Planning Experts, Lifepro Asset Management, LLC, and Nacpe, Inc. Abdullah is registered to provide services in California. Currently, Abdullah is part of Lifepro Asset Management, which operates out of Encino, California. The firm has 35 offices and 42 employees. The firm manages assets totaling $311.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lifepro Asset Management includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Lifepro Asset Management Brokerage Details
$311,330,551
42
1,105
$281,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Abdullah Safdari Work History
Lifepro Asset Management, LLC
Nacpe, Inc
College Planning Experts
Disclosures
Please visit the SEC profile of Abdullah Safdari to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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