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LIFELINE FINANCIAL, LLC
WETHERSFIELD, CT
860-282-1780
SEC #801-69388Total AUM
$41.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
322 SILAS DEANE HIGHWAY
WETHERSFIELD
CT 06109-1735
United States
WETHERSFIELD
CT 06109-1735
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
860-282-1780
Financials
Total AUM
$41.2M
Accounts
180Discretionary
$41.2M
Accounts
180Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.