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Building 2GOOD LIFE ADVISORS, LLC

Map pinCELEBRATION, FL
Phone407-477-4887
NotebookSEC #801-80003
Total AUM
$4.4B
Employees
135
Clients
22,596

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1420 CELEBRATION BLVD.
SUITE 109
CELEBRATION
FL 34747
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
407-477-4887
Other Offices
48

ReceiptFinancials

Total AUM
$4.4B
Accounts
21,842
Discretionary
$4.3B
Accounts
21,630
Non-Discretionary
$31.5M
Accounts
212

ContactClients

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Individual Clients
21,451
AUM
$2.8B
HNW Individual Clients
789
AUM
$1.5B
Pension/Profit Sharing Plan Clients
219
AUM
$15M
Charitable Organization Clients
64
AUM
$11.6M
Corporation or Business Clients
73
AUM
$13M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PLANNING SUBSCRIPTION FEE

Shield checkCompliance

Disclosures
Felony ConvictionMisdemeanor ConvictionSRO Discipline/Expulsion/Suspension
State Registrations
ALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWV

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

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