Lifetime Financial, Inc.

Overview

Lifetime Financial, Inc. is an independently owned advisory corporation that serves both individual & family clients and institutional accounts. The firm functions as a capital allocator, sourcing third‑party managers and selecting outside advisers as part of its advisory offering. Its stated advisory activities include portfolio management for individuals and small businesses, pension consulting services, and manager selection. Fee arrangements include a percentage‑of‑AUM component along with other fee types. Lifetime Financial is state‑registered in Arizona, California, Hawaii, Ohio, Utah, and Washington and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices