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 is a very small independent registered investment advisor organized as an LLC and owned by an individual. The firm serves individual and family clients, providing portfolio management for individuals and small businesses while also operating as a broker-dealer and an insurance broker. Its client billing is a mix of percentage-of-AUM fees and hourly charges. The adviser does not report active ESG investing and is not registered as a multi-state or pension consultant adviser.
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 1
Aleksander 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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