$59.4M Total AUM
$59.4M Disc. AUM
-- 3Y CAGR
1 Employees
163 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- EagleInsight vertex
- Established Date
- 04-08-2004
- Office Locations
- 1
Office Locations
215 N Water ST Suite 129 Owosso MI
About Lifegoals Financial Group
LifeGoals Financial is a fee-only RIA providing individualized retirement-focused planning and portfolio management for pre-retirees, retirees, high-net-worth and multi-generational families. Services include goal-based planning, tax and estate strategy, and ongoing investment management. The practice custodians with Fidelity and builds portfolios with a strong ETF and investment-grade corporate bond mix.
Team overview
60 AVG AGE
$59.4M AVG AUM / ADVISOR
$364.4K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Prime Horizon delta Prime atlas
Client Personas
Insight vital Eagle Delta
Custodian
Harbor catalyst Harbor horizon Delta prime Fusion meridian Pioneer value Meridian Vector catalyst
Investment Themes
Oak Zenith
Investment Vehicles
Zenith north Peak
Services
Focus timber Horizon Delta Matrix eagle Vital legacy Timber alpha Glacier
Technology
Ridge eagle Timber delta
Owner & Executives
R
ROBERT MICHAEL ZALOKAR
President
- CRD
- #1625897
- Ownership
- 75% or more
(364) 757-4371
prime.capital@alphacapital.com
in linkedin.com/in/insight-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,395,837 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,395,837 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,395,837
Equity - Exchange:
15.7% Corporate - Investment Grade:
8.6% Corporate - Non-Investment Grade:
22.1% Cash:
9.3% Other:
44.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $654,507,164 | 15.7% |
| Corporate - Investment Grade | $358,519,848 | 8.6% |
| Corporate - Non-Investment Grade | $921,312,632 | 22.1% |
| Cash | $387,701,696 | 9.3% |
| Other | $1,846,794,097 | 44.3% |
| Total | $4,168,835,437 | 100.0% |