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Building 2LIFESPAN FINANCIAL STRATEGIES, INC.

Map pinWESTON, FL
Phone954-385-7812
NotebookSEC #801-113229
Total AUM
$12.8M
Employees
5
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1655 NORTH COMMERCE PARKWAY
SUITE 203
WESTON
FL 33326
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
954-385-7812

ReceiptFinancials

Total AUM
$12.8M
Accounts
236
Discretionary
$0
Accounts
0
Non-Discretionary
$12.8M
Accounts
236

ContactClients

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Individual Clients
155
AUM
$12M
HNW Individual Clients
8
AUM
$741.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other Fee
Other Compensation
THIRD PARTY INVESTMENT MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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