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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifestyle Freedom Advisory Group LLC
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|---|---|
| CRD # | 283512 |
| SEC # | 801-134196 |
| CIK # | |
| AUM | $125.6 M (2025-07-25) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 941-914-9422 |
| Address | 9040 Town Center Parkway Bradenton, FL 34202 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 20.4 |
| (b) Individuals (high net worth individuals) | 41 | 85.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 15.5 |
| (n) Other | 0 | 0.0 |
| Total | 345 | 125.6 |
| By Discretionary | ||
| Discretionary | 344 | 125.5 |
| Non-Discretionary | 1 | 0.1 |
| Total | 345 | 125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.6 | |
| Total | 345 | 125.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ari Group LLC
✚
|
NY | 0.1 |
|
Global Financial Planning Group LLC
✚
|
MI | 0.1 |
|
Heydorn Stone Capital Management LLC
✚
|
NY | 0.1 |
|
Davis Financial Management Inc
✚
|
KS | 0.1 |
|
Hidden Hills Wealth LLC
✚
|
0.1 | |
|
Red Reef Advisors LLC
✚
|
FL | 0.1 |
|
Curtis Capital Advisors LLC
✚
|
KS | 0.1 |
|
JDT Inc
✚
|
KY | 0.1 |
|
Woodmont Advisory Group Inc
✚
|
0.1 | |
|
McLaughlin Asset Management Inc
✚
|
0.1 |