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, individual-owned registered investment adviser formed as an LLC. The firm has been SEC-registered since 2016. Its client base combines individual and family clients with institutional relationships, and it provides financial planning and portfolio management services tailored to individuals and small businesses. Fees are charged via asset-based percentages as well as hourly and fixed-fee engagements. Lifeguide does not identify as an active ESG investor and is not described as a 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$345M in ETFs
57%
$195M
39%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR) | Dimensional | Active | Global Real Estate | $73.8M | 2,726,735 | 21.41% |
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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