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Building 2LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

Map pinNATIONAL HARBOR, MD
Phone301-567-0706
NotebookSEC #801-65017
Total AUM
$49.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 WATERFRONT STREET
SUITE 410
NATIONAL HARBOR
MD 20745
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
301-567-0706

ReceiptFinancials

Total AUM
$49.3M
Accounts
403
Discretionary
$0
Accounts
0
Non-Discretionary
$49.3M
Accounts
403

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
DAILY FEES.

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNHTXVA

HandshakeAffiliates

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

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