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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Zenith catalystVertex ember
- Established Date
- 06-22-2021
- Office Locations
- 1
Office Locations
About Invest FOR A Lifetime, LLC
Invest For a Lifetime is a hands-on, relationship-driven advisory led by a father-and-son team, focused on retirement planning and personalized portfolio management for families building and protecting wealth. They provide comprehensive financial planning and diversification-focused asset protection, with portfolios that commonly utilize ETFs and public funds alongside fixed income. Independent RIA; platforms include Schwab and LPL.
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Owner & Executives
KYLE PATRICK PIPER
Chief Operating Officer
- CRD
- #6756456
- Ownership
- 50% but less than 75%
NEIL KENNETH PIPER
Chief Compliance Officer, Financial Advisor
- CRD
- #1240592
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,300,559 | -- |
| Non-Discretionary | $3,748,025 | -- |
| Total | $78,048,584 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,048,584
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $263,933,870 | 9.0% |
| Public Funds | $252,203,476 | 8.6% |
| Corporate - Investment Grade | $589,452,310 | 20.1% |
| Corporate - Non-Investment Grade | $395,900,805 | 13.5% |
| U.S. Government/Agency | $765,408,223 | 26.1% |
| Cash | $665,699,871 | 22.7% |
| Total | $2,932,598,555 | 100.0% |