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Building 2LIFESPAN FINANCIAL STRATEGIES, INC.

Map pinWESTON, FL
Phone954-385-7812
NotebookSEC #801-128580
Total AUM
$357.4M
Employees
6
Clients
515

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
9AM TO 5PM EASTERN
Monday - Friday
Phone
954-385-7812

ReceiptFinancials

Total AUM
$357.4M
Accounts
1,209
Discretionary
$0
Accounts
0
Non-Discretionary
$357.4M
Accounts
1,209

ContactClients

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Individual Clients
416
AUM
$144.5M
HNW Individual Clients
99
AUM
$212.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHTNTX

HandshakeAffiliates

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

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