Lifespan Financial Strategies, Inc.
Firm details
- Headquarters
- Weston, Florida
- CRD number
- 119800
- Registered since
- August 16, 2023
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI59.57%
- Individuals40.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lifespan Financial Strategies, Inc. is an independent registered investment adviser that positions itself as a capital allocator and adviser to individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, and it also operates as an insurance broker. Fee arrangements are mixed: percentage of AUM, hourly, fixed fees and other structures are used depending on client needs. Lifespan is SEC-registered (2023) and reports it is not an active ESG investor.
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 Equities56%
- Public Funds/Mutual Funds31%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Sherwood Forman
Chief Compliance OfficerCRD 6393632
Contacts
3 of 3
Mary Hersey
Operations AssociateCRD 2261218
Laura Walsh
PresidentCRD 2792453
Raquel Forman
Associate AdvisorCRD 7437570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Weston, FL
Broward
Location
Weston, FL
Headquartered in Weston, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 1655 N Commerce Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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