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Building 2THE LIFE WEALTH GROUP

Map pinWINTER GARDEN, FL
Phone407-299-4129
NotebookSEC #801-131318
Total AUM
$490.6M
Employees
22
Clients
544

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 W. PLANT STREET
STE. 240
WINTER GARDEN
FL 34787
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
407-299-4129

ReceiptFinancials

Total AUM
$490.6M
Accounts
1,531
Discretionary
$490.6M
Accounts
1,531
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
362
AUM
$138.8M
HNW Individual Clients
104
AUM
$306.7M
Pension/Profit Sharing Plan Clients
5
AUM
$5.8M
Corporation or Business Clients
73
AUM
$39.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAKSMONCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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