Lifelong Investment Management Services LLC

RIASEC Registered
Total AUM
$3.3M
Discretionary
$0
0% of AUM
Avg account
$126K
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
158324
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lifelong Investment Management Services LLC is a small, independent registered investment adviser structured as an LLC and run by an individual owner. The firm targets individual and family clients and positions itself as a capital allocator that combines basic portfolio management and financial planning with selection of outside managers and educational programming. Its advisory menu includes fee models tied to a percentage of assets under management as well as hourly and fixed fees, and it offers portfolio management for individuals and small businesses alongside financial planning and workshops. Investment activity centers on publicly traded equities as the primary vehicle for client portfolios, with a stated preference for exchange-traded equities. The firm operates predominantly in a non-discretionary capacity, which means clients retain trading authority and the adviser provides recommendations and plan implementation support rather than unilateral trading authority. Given the firm’s size, Lifelong tends to lean on third-party managers when allocating to more complex or less liquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Eric Lee

    Investment Advisor RepresentativeCRD 4958166

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth