Your-Financial-Lifeguard
Firm details
- Headquarters
- ,
- CRD number
- 115695
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.36%
- Individuals27.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Your-Financial-Lifeguard is an independent, individually owned advisory corporation that serves both individuals/families and institutional clients. The firm acts as a capital allocator and lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its advisory activities. Its fee model includes a percentage-of-AUM option alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and reports an affiliation with accounting professionals.
Assets & Accounts
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
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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