Lifetime Financial, Inc.
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 161124
- Website
- www.lfa-inc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals46.05%
- HNWI42.32%
- Pension & Profit Sharing Plans7.87%
- Corporations / Businesses3.75%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lifetime Financial, Inc. is a privately owned corporate RIA that serves both individuals/families and institutional clients. The firm provides portfolio management for individuals and small businesses, offers pension consulting, and performs selection of other advisers. Its fees are at least partly based on a percentage of assets under management and may include other fee arrangements. Lifetime Financial does not identify as an active ESG investor.
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
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents5%
- Other2%
Contacts
3 of 9
James Rossi
FounderCRD 7409166
Leonard Bakker
Wealth CoachCRD 6417458
Bryon Pyle
Investment Adviser RepresentativeCRD 7816854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 260 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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