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 registered investment adviser formed in 2016 and organized as an LLC. The firm is owned by an individual and serves both individual & family clients and institutional mandates. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-assets, hourly charges, and fixed-fee engagements. Lifeguide does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.
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 Equities54%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents4%
- Other1%
Contacts
3 of 17
David Lutz
Partner, CCOCRD 5355724
Matthew Hess
Lead Financial AdvisorCRD 6792354
Derek Mosley
PartnerCRD 6020464
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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