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LIVELIFE CAPITAL PARTNERS LLC

144 Turnpike Road, Suite 215
Southborough, Massachusetts 01772
Tel: (978) 315-0230

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About LIVELIFE CAPITAL PARTNERS LLC

LIVELIFE CAPITAL PARTNERS LLC, formally registered with the SEC as LIVELIFE CAPITAL PARTNERS LLC. The firm was established in 10/06/2017. They have over 2 offices throughout the country.

LIVELIFE CAPITAL PARTNERS LLC is a Southborough, Massachusetts based Financial Planning firm with nearly $283,139,611 assets under management, offering retirement planning & investment advisory services to 873 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#290008
SEC#801-111807
Assets Managed by Firm$283,139,611
No. of Clients873
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total873$283,139,611
Individuals (other than high net worth individuals)157$52,959,554
High net worth individuals61$225,541,202
Pension and profit sharing plansFewer than 5 clients$990,118
Charitable organizationsFewer than 5 clients$2,220,840
Corporations or other businesses5$1,427,897

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