Lifeguide Financial Advisors, LLC
Firm details
- Headquarters
- Mechanicsburg, Pennsylvania
- CRD number
- 284842
- Registered since
- September 28, 2016
- Website
- lifeguidefa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.76%
- Individuals36.96%
- Charitable Organizations1.57%
- Corporations / Businesses0.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lifeguide Financial Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (2016) and is owned by an individual proprietor. Its client mix includes both individuals and families as well as some institutional relationships. Core advisory services are financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is also not a multi-state adviser or a pension consultant according to its profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents4%
- Other1%
Contacts
3 of 16
David Lutz
Partner, CCOCRD 5355724
Derek Mosley
PartnerCRD 6020464
Holly Whitmire
Financial AdvisorCRD 4919583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$345M in ETFs
57%
$195M
39%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR) | Dimensional | Active | Global Real Estate | $73.8M | 2,726,735 | 21.41% |
Location
Mechanicsburg, PA
Cumberland
Location
Mechanicsburg, PA
Headquartered in Mechanicsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 400 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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