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| Lifespan Financial Strategies Inc
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| |
|---|---|
| CRD # | 119800 |
| SEC # | 801-128580 |
| CIK # | |
| AUM | $262.7 MM (2024-02-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 954-385-7812 |
| Address | 1655 North Commerce Parkway Weston, FL 33326 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 134.8 |
| (b) Individuals (high net worth individuals) | 59 | 127.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,009 | 262.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,009 | 262.7 |
| Total | 1,009 | 262.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.7 | |
| Total | 1,009 | 262.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |
|
Hamrick Investment Counsel LLC
✚
|
WA | 0.3 |
|
Promontory Financial Planning LLC
✚
|
UT | 0.3 |
|
Strategent Financial LLC
✚
|
VA | 0.3 |
|
Unionview LLC
✚
|
WA | 0.3 |
|
Rede Wealth LLC
✚
|
VA | 0.3 |
|
Capital Preservation Partners Inc
✚
|
NY | 0.3 |
|
Twin Lakes Capital Management LLC
✚
|
CA | 0.3 |
|
Kellett Wealth Advisors LLC
✚
|
OH | 0.3 |
|
Redwood Wealth Management Group LLC
✚
|
NJ | 0.3 |