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- Custodian
- ADP · Alerus · Charles Schwab & Company · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- --
- 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
Investment Themes
Investment Vehicles
Services
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% |