Adviser Profile
| As of Date | 09/27/2019 |
| Registration status | Registration Changed to LIFESPAN FINANCIAL STRATEGIES, INC. |
| ADV Location | WESTON, FL, United States |
| AUM* | 12,779,124 |
| of that, discretionary | 0 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| % High Net Worth | 4.91% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- Hourly charges
Reported AUM
138M
118M
98M
79M
59M
39M
20M
2018
2019
Private Funds
No private funds