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LIFEGUIDE FINANCIAL ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#284842
SEC#801-108442
Assets Managed by Firm$372,527,977
No. of Clients2271
No. of Advisors17

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 ClientsAUM
Firm Total2271$372,527,977
Individuals (other than high net worth individuals)577$170,069,403
High net worth individuals87$194,306,058
Pension and profit sharing plansFewer than 5 clients$912,626
Charitable organizations8$7,239,890

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VANGUARD GLOBAL ADVISERS, LLC
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VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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$194,796,322,01393301411

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