Lifeinvest Wealth Management Ltd


Assets, Funds, Holdings

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Lifeinvest Wealth Management Ltd
CRD #146966
SEC #801-69869
AUM $344.4 MM (16% Disc, 3% US)
Employees14 (71% Investors, 7% Brokers)
Address1110 Brickell Avenue
Miami, FL 33131-3136
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
Comparable Firms State AUM ($BB)
Constellation Capital Management LLC
NY 0.3
Morse Asset Management Inc
NY 0.3
Glencrest Investment Advisors Inc
CA 0.3
The Capital Group Investment Advisory Services LLC
MD 0.3
ISTO Advisors LLC
MI 0.3
The Patten Group Inc
TN 0.3
Locust Capital Management LLC
PA 0.3
Sailer Financial LLC
TN 0.3
Bass and Bell Inc
AR 0.3
Gaines Financial Group Inc
FL 0.3
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