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, owner-operated registered investment adviser formed as an LLC and SEC-registered since 2016. The firm serves both individual and family clients as well as institutional relationships, with an emphasis on financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Lifeguide does not position itself as a capital allocator, is not an active ESG investor, and its regulatory filings do not describe multi-state adviser status.
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 17
James Ortale
Financial AdvisorCRD 8034431
Levi Greenly
Financial AdvisorCRD 7218560
Hannah Gawne
Financial AdvisorCRD 8304070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$340M in ETFs
57%
$193M
40%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR) | Dimensional | Active | Global Real Estate | $75.1M | 2,593,868 | 22.11% |
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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