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- Custodian
- ADP · Alerus · Charles Schwab & Company · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 11-03-2014
- Office Locations
- 5
Office Locations
About Life, Inc. Retirement Services
Life, Inc. Retirement Services is a Delaware-based RIA with 5 offices. The firm has been operating for 11 years. Managing $91.6M in total assets under management, with 5 advisory representatives. They custody assets with ADP and Alerus. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN RUSSELL NEFF
Chief Compliance Officer, President
- CRD
- #6007319
- Ownership
- 25% but less than 50%
BRIAN CORNELL ANDERSON
Chief Compliance Officer, Vice President
- CRD
- #5263656
- Ownership
- 5% but less than 10%
Beacon legacy
Peak element
- CRD
- #67193
- Ownership
- 5.6%
Showing 2 of 3 owners & executives
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KURT STEVEN ALTRICHTER
Financial Advisor, General Partner
- CRD
- #6025268
Jaya Prakash Gadela
--
- CRD
- #8151843
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,733,508 | -- |
| Non-Discretionary | $72,823,801 | -- |
| Total | $91,557,309 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,557,309
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,174,274,698 | 53.5% |
| Cash | $1,020,631,279 | 46.5% |
| Total | $2,194,905,977 | 100.0% |