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Building 2LIFECOURSE CAPITAL, INC.

Map pinMADISON, AL
Phone256-489-4400
NotebookSEC #801-126637
Total AUM
$159.3M
Employees
4
Clients
589

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8331 MADISON BLVD.
SUITE 100
MADISON
AL 35758
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
256-489-4400
Other Offices
1

ReceiptFinancials

Total AUM
$159.3M
Accounts
1,625
Discretionary
$156.5M
Accounts
1,606
Non-Discretionary
$2.8M
Accounts
19

ContactClients

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Individual Clients
564
AUM
$133.2M
HNW Individual Clients
23
AUM
$25.8M
Corporation or Business Clients
2
AUM
$278.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ALFLGALATNTX

HandshakeAffiliates

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

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