LIFELONG INVESTSMENTS
Firm details
- Headquarters
- WEST LAFAYETTE, Indiana
- CRD number
- 129306
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Lifelong Investments operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing financial planning services and selecting other advisers for its clients, which primarily consist of individuals and families. Lifelong Investments is recognized as a capital allocator, indicating its role in managing and directing client assets towards various investment opportunities. The firm employs a fee structure that includes hourly charges, fixed fees, and other arrangements, allowing for flexibility in how clients are billed for services.
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
Contacts
1 of 1PHILIP PUETZ
Investment AdvisorCRD 1278891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST LAFAYETTE, IN
TIPPECANOE
Location
WEST LAFAYETTE, IN
Headquartered in WEST LAFAYETTE, IN, anchoring the Lafayette-West Lafayette-Frankfort, IN metro in the Midwest.
- Metro area
- Lafayette-West Lafayette-Frankfort, IN
- Region
- Midwest
- County
- TIPPECANOE
- Address
- 1185 Sagamore Pkwy W
- Time zone
- ET (UTC-5)
- Office locations
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