|
⚲
|
| Lifeguide Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 284842 |
| SEC # | 801-108442 |
| CIK # | 0001908585 |
| AUM | $372.5 MM (2024-08-26) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 717-796-1700 |
| Address | 400 W Main St Mechanicsburg, PA 17055 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MKC | 23,279.8 | 1.1 | |
| XOM | 385,508.3 | 0.9 | |
| IBM | 127,593.9 | 0.7 | |
| UPS | 157,208.0 | 0.6 | |
| AAPL | 2,382,844.0 | 0.5 | |
| CSL | 12,394.7 | 0.5 | |
| MSFT | 1,918,222.4 | 0.5 | |
| HSY | 44,908.2 | 0.4 | |
| GLD | 0.4 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 577 | 170.1 |
| (b) Individuals (high net worth individuals) | 87 | 194.3 |
| (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 | 0.9 |
| (h) Charitable organizations | 8 | 7.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,271 | 372.5 |
| By Discretionary | ||
| Discretionary | 2,216 | 369.6 |
| Non-Discretionary | 55 | 3.0 |
| Total | 2,271 | 372.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.5 | |
| Total | 2,271 | 372.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908585] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
My Legacy Advisors LLC
✚
|
OR | 0.4 |
|
ACT Advisors LLC
✚
|
NC | 0.4 |
|
Monte Financial Group LLC
✚
|
CT | 0.4 |
|
Curbstone Financial Management Corporation
✚
|
NH | 0.4 |
|
Rench Wealth Management Inc
✚
|
TX | 0.4 |
|
Financial Harvest LLC
✚
|
FL | 0.4 |
|
Asset Planning Corporation
✚
|
TN | 0.4 |
|
Disciplined Equity Management Inc
✚
|
FL | 0.4 |
|
Maxim Financial Advisors LLC
✚
|
NY | 0.4 |
|
Graybill Wealth Management Ltd
✚
|
IL | 0.4 |