Lifetime Financial
RIASEC Registered
Total AUM
$37.9M
Discretionary
$37.9M
100% of AUM
Avg account
$316K
Accounts
120
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 142283
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lifetime Financial is a small, corporation-structured advisory firm focused on working with individuals and families. The business is owner-operated and delivers portfolio management services tailored to individual clients and small businesses. Its primary fee model is a percentage of assets under management. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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 Equities92%
- Cash & Cash Equivalents8%
Contacts
1 of 1
John Beckstead
President & OwnerCRD 3041666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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