LIFEGUIDE FINANCIAL ADVISORS, LLC

400 W Main St.
Mechanicsburg, Pennsylvania 17055
Tel: (717) 796-1700

About LIFEGUIDE FINANCIAL ADVISORS, LLC

LIFEGUIDE FINANCIAL ADVISORS, LLC, formally registered with the SEC as LIFEGUIDE FINANCIAL ADVISORS, LLC. The firm was established in 09/28/2016. They have over 2 offices throughout the country.

LIFEGUIDE FINANCIAL ADVISORS, LLC is a Mechanicsburg, Pennsylvania based Financial Planning firm with nearly $372,527,977 assets under management, offering retirement planning & investment advisory services to 2271 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284842
SEC#	801-108442
Assets Managed by Firm	$372,527,977
No. of Clients	2271
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2271	$372,527,977
Individuals (other than high net worth individuals)	577	$170,069,403
High net worth individuals	87	$194,306,058
Pension and profit sharing plans	Fewer than 5 clients	$912,626
Charitable organizations	8	$7,239,890

More Retirement Planning firms in Mechanicsburg, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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