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 advisor organized as an LLC and SEC-registered since 2016. The firm is owned by an individual and serves both individual/family and institutional clients. Primary advisory services consist of financial planning and discretionary portfolio management for individuals and small businesses. Its client fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Lifeguide does not identify as an active ESG investor, is not a pension consultant, and is not structured as a multi-state or related adviser capital allocator.
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 16
James Ortale
Financial AdvisorCRD 8034431
Levi Greenly
Financial AdvisorCRD 7218560
Delainey Gray
Financial AdvisorCRD 7904480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$303M in ETFs
57%
$174M
39%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR) | Dimensional | Active | Global Real Estate | $66.7M | 2,509,620 | 22.04% |
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
Similar firms
Mighty Oak Strong America Investment Company
RIAMechanicsburg, PA
Guardian Asset Advisors, LLC
RIAMechanicsburg, PA
IFS Group
RIAMechanicsburg, PA
Avantra Family Wealth, Inc.
RIAMechanicsburg, PA
Stout Wealth Advisory Group, LLC
RIAMechanicsburg, PA
Wienken Advisors, Ltd.
RIAMechanicsburg, PA