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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifeguide Financial Advisors LLC
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|---|---|
| CRD # | 284842 |
| SEC # | 801-108442 |
| CIK # | 0001908585 |
| AUM | $455.6 M (2025-06-10) |
| Employees | 25 (56% Investors, 0% Brokers) |
| Phone | 717-796-1700 |
| Address | 400 W Main St Mechanicsburg, PA 17055 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| McCormick & Co Inc | 1.2 | ||
| International Business Machines Corp | 0.9 | ||
| Apple Inc | 0.8 | ||
| Exxon Mobil Corp | 0.7 | ||
| SPDR Gold Trust | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 612 | 202.4 |
| (b) Individuals (high net worth individuals) | 114 | 243.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 10 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,524 | 455.6 |
| By Discretionary | ||
| Discretionary | 2,466 | 452.6 |
| Non-Discretionary | 58 | 3.0 |
| Total | 2,524 | 455.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.6 | |
| Total | 2,524 | 455.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908585] |
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|---|---|---|
|
Peirce Capital Management LLC
✚
|
TX | 0.5 |
|
Strongbox Wealth LLC
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|
MO | 0.5 |
|
The Oak Ridge Financial Services Group Inc
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MN | 0.5 |
|
IP Financial Advisory Services LLC
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NC | 0.5 |
|
Dover Partners Inc
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OH | 0.5 |
|
Parkshore Wealth Management
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|
CA | 0.5 |
|
GW Sherwold Associates Inc
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|
CA | 0.5 |
|
Redstone Advisors Inc
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|
KS | 0.5 |
|
Partners Wealth Management LLC
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|
CA | 0.5 |
|
Horrell Capital Management Inc
✚
|
AR | 0.5 |