LIFETIME INVESTMENTS & INSURANCE LLC
Firm details
- Headquarters
- PEORIA, Arizona
- CRD number
- 283074
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lifetime Investments & Insurance LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to offer a combination of brokerage and insurance services, catering to a client base that includes individuals and families. Their fee structure is based on a percentage of assets under management, as well as hourly charges for specific services. While they do not actively pursue ESG investments, their approach is centered around traditional investment strategies.
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 Equities95%
- Other5%
Contacts
1 of 1Aleksander Cupi
Owner, Investment Advisor RepresentativeCRD 6632507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PEORIA, AZ
MARICOPA
Location
PEORIA, AZ
Headquartered in PEORIA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 7162 W Rue de Lamour
- Time zone
- MT (UTC-7)
- Office locations
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