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Building 2LIFELINE WEALTH ADVISORS, INC.

Map pinWOODLAND HILLS, CA
Phone805-823-0990
NotebookSEC #801-70470
Total AUM
$15M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5850 CANOGA AVENUE
STE. 314
WOODLAND HILLS
CA 91367
United States
Operating Hours
7:30 AM TO 3:30 PM
Monday - Friday
Phone
805-823-0990

ReceiptFinancials

Total AUM
$15M
Accounts
100
Discretionary
$15M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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