Lifelong Investment Solutions, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Schaumburg, Illinois
CRD number
141035
Fee structure
Other

Firm profile

FINTRX

Overview

Lifelong Investment Solutions, LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. Ownership is held by an individual rather than a corporate parent or related adviser group. The firm’s public profile indicates a non-standard or unspecified fee structure and does not identify itself as a capital allocator. It is not listed as a multi-state adviser, not newly formed, and does not identify pension consulting among its activities. Lifelong Investment Solutions is not flagged as an active ESG investor. The firm reports an industry affiliation with an insurance company. Details about the firm’s client segments, specific advisory activities or business lines were not provided in the source data.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Geoffrey Lombard

    Geoffrey Lombard

    Managing MemberCRD 2300581

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Schaumburg, IL

Cook

Location

Schaumburg, IL

Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1901 N Roselle Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth