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| Lifeguide Financial Advisors LLC
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|---|---|
| CRD # | 284842 |
| SEC # | 801-108442 |
| CIK # | 0001908585 |
| AUM | 562.9 M (2026-06-15) |
| Employees | 25 (64% Investors, 0% Brokers) |
| Phone | 717-796-1700 |
| Address | 400 W Main St Mechanicsburg, PA 17055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908585 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.5 | ||
| International Business Machines Corp | 1.4 | ||
| McCormick & Co Inc | 0.9 | ||
| Wal Mart Stores Inc | 0.7 | ||
| SPDR Gold Trust | 0.7 | ||
| Burke & Herbert Financial Services Corp | 0.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 616 | 208.1 |
| (b) Individuals (high net worth individuals) | 150 | 342.0 |
| (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 | 0.0 |
| (h) Charitable organizations | 12 | 8.8 |
| (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 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,715 | 562.9 |
| By Discretionary | ||
| Discretionary | 2,684 | 560.8 |
| Non-Discretionary | 31 | 2.2 |
| Total | 2,715 | 562.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.9 | |
| Total | 2,715 | 562.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908585] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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