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Building 2LIFESTYLE FREEDOM ADVISORY GROUP, LLC

Map pinBRADENTON, FL
Phone941-914-9422
NotebookSEC #801-134196
Total AUM
$156.8M
Employees
5
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9040 TOWN CENTER PARKWAY
BRADENTON
FL 34202
United States
Operating Hours
9-5
Monday - Friday
Phone
941-914-9422
Other Offices
2

ReceiptFinancials

Total AUM
$156.8M
Accounts
366
Discretionary
$156.7M
Accounts
365
Non-Discretionary
$113.1K
Accounts
1

ContactClients

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Individual Clients
117
AUM
$23.4M
HNW Individual Clients
45
AUM
$103.6M
Pension/Profit Sharing Plan Clients
6
AUM
$3.2M
Corporation or Business Clients
21
AUM
$26.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES AND ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACTFLGANCNYSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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