Lifetime Financial, Inc.

RIAState Registered
Total AUM
$63.3M
Discretionary
$63.3M
100% of AUM
Avg account
$226K
Accounts
280
Employees
10
Advisory reps
9

Firm details

Headquarters
Newport Beach, California
CRD number
161124
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

FINTRX

Overview

Lifetime Financial, Inc. is an independently owned advisory corporation that serves both individual & family clients and institutional accounts. The firm functions as a capital allocator, sourcing third‑party managers and selecting outside advisers as part of its advisory offering. Its stated advisory activities include portfolio management for individuals and small businesses, pension consulting services, and manager selection. Fee arrangements include a percentage‑of‑AUM component along with other fee types. Lifetime Financial is state‑registered in Arizona, California, Hawaii, Ohio, Utah, and Washington and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 13%, Cash & Cash Equivalents 5%, Other 2%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds13%
  • Cash & Cash Equivalents5%
  • Other2%

Contacts

3 of 9
  • Sharon Hicklin

    Investment Adviser RepresentativeCRD 6341666

  • Darren Candiotty

    Financial AdvisorCRD 5432107

  • Leonard Bakker

    Leonard Bakker

    Financial ConsultantCRD 6417458

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth