LIFE INVESTORS MANAGEMENT COMPANY, LP

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
306905
Registered since
January 9, 2026

Firm profile

FINTRX

Overview

Life Investors Management Company, LP operates as a limited partnership and is classified as an unclassified entity. The firm is registered with the SEC as of 2026 and engages in various investment activities. While specific details about its investment preferences and manager allocation interests are not disclosed, the firm is involved in sponsoring, managing, and being a general partner of pooled investment vehicles.

Assets & Accounts

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

Owners & executives

1 of 1
  • Terry Hollan

    President and Chief Executive OfficerCRD 7239985

Contacts

2 of 2
  • Cheryl Hollan

    CRD 7239987

  • JOE DAVIS

    CRD 1830768

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
410 S Nolen Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth