CRD: 129327
Lifeline Financial, LLC
$70.7M Total AUM
$70.7M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-12-2003
- Office Locations
- 1
Office Locations
322 Silas Deane Highway Wethersfield CT
About Lifeline Financial, LLC
LifeLine Financial provides outsourced accounting and bookkeeping, delivered virtually for fast-growing small businesses nationwide (service, technology, retail, and trades). They handle day-to-day books plus QuickBooks management and reporting to bring order and visibility to finances, and have helped clients navigate funding opportunity applications and resolve issues that can reduce penalties.
Team overview
-- AVG AGE
$70.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
7.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOHN ALFONSE PORRIELLO
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1597810
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,709,904 | $228,803 |
| Non-Discretionary | $0 | -- |
| Total | $70,709,904 | $228,803 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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