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Home > Retirement Planners > florida > weston > LIFESPAN FINANCIAL STRATEGIES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC.
1655 North Commerce Parkway
Suite 203
Weston, Florida 33326
Tel: 954-385-7812
About LIFESPAN FINANCIAL STRATEGIES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC, formally registered with the SEC as LIFESPAN FINANCIAL STRATEGIES, INC. The firm was established in 08/16/2023. They have over 1 offices throughout the country.
LIFESPAN FINANCIAL STRATEGIES, INC. is a Weston, Florida based Financial Planning firm with nearly $304,768,048 assets under management, offering retirement planning & investment advisory services to 1061 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119800 |
| SEC# | 801-128580 |
| Assets Managed by Firm | $304,768,048 |
| No. of Clients | 1061 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD PARTY INVESTMENT MANAGERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1061 | $304,768,048 |
| Individuals (other than high net worth individuals) | 403 | $149,290,823 |
| High net worth individuals | 68 | $155,477,225 |
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