Lifeguide Financial Advisors, LLC is a large advisory firm based in Mechanicsburg. It manages $166.36 million of regulatory assets for 1,544 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Pennsylvania and Virginia.
Lifeguide Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lifeguide Financial Advisors, LLC is $166.36 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lifeguide Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Lifeguide Financial Advisors is individuals with 491 clients and $94.86 million of assets under management. Among the 8 most similar advisory firms, Lifeguide Financial Advisors has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $166.36 million for 536 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lifeguide Financial Advisors doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lifeguide Financial Advisors, LLC performs its advisory services is located at 176 Cumberland Parkway, Mechanicsburg, PA 17055 5682, which is also the mailing address of the firm. An additional office of the firm is in Carlisle, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (717) 796-1700 or by fax (717) 796-7763. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at lifeguidefa.com/ and its LinkedIn profile.