LIFELONG INVESTMENT SOLUTIONS, LLC
Firm details
- Headquarters
- SCHAUMBURG, Illinois
- CRD number
- 141035
- Fee structure
- Other
Firm profile
FINTRXOverview
Lifelong Investment Solutions, LLC operates as a limited liability company focused on providing investment advisory services. The firm does not classify itself under any specific category and does not act as a capital allocator. Its client base and specific business activities are not detailed, indicating a more specialized or private approach to wealth management. The firm does not engage in active ESG investing, nor does it operate as a multi-state adviser or pension consultant. Additionally, Lifelong Investment Solutions does not have any notable industry accolades or awards.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1GEOFFREY LOMBARD
Managing MemberCRD 2300581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SCHAUMBURG, IL
COOK
Location
SCHAUMBURG, IL
Headquartered in SCHAUMBURG, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1901 N Roselle Rd
- Time zone
- CT (UTC-6)
- Office locations
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