LIFETYME FINANCIAL ADVISORS, LLC

Overview

Lifetyme Financial Advisors, LLC is organized as a limited liability company with individual ownership and is classified in the source data as a capital allocator. The firm lists advisory activities that emphasize selection-of-other-advisers and pension consulting services, and it also conducts educational seminars and workshops. Its stated fee structure is categorized as "Other," and the firm does not identify itself as an active ESG investor. The firm has an industry affiliation with an insurance company, which suggests its advisory capabilities may be offered alongside insurance-related products or through relationships within that distribution channel. The dataset does not provide a standard SEC registration year or a detailed client segmentation, so Lifetyme appears positioned more as a specialized adviser/allocator and educator rather than a traditional retail asset manager.

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Location & Offices