L
CRD: 158324
Lifelong Investment Management Services LLC
Wailuku, HI
9072582888
$3.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2011
- Office Locations
- 1
Office Locations
-- Wailuku HI
About Lifelong Investment Management Services LLC
Lifelong Investment Management Services LLC is a Wailuku-based RIA. The firm has been operating for 14 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$234.1K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Open the full profile to inspect shifts in prime timber.
Open the full profile to inspect shifts in pioneer prime.
Full visibility includes strategy notes for fusion summit.
Premium access reveals conviction themes in radial harbor.
Open the full profile to inspect shifts in vector pathway.
Full visibility includes strategy notes for frontier matrix optima.
Open the full profile to inspect shifts in summit glacier.
Full visibility includes strategy notes for bridge matrix alpha.
Asset Classes
Unison Glacier alpha
Client Personas
Delta focus
Investment Themes
Value Insight glacier Pathway beacon
Investment Vehicles
Meridian focus
Services
Atlas Horizon Signal Vital ridge Zenith Insight radial Prime
Owner & Executives
E
ERIC O LEE
Chief Compliance Officer, Principal
- CRD
- #4958166
- Ownership
- 75% or more
(592) 778-4602
zenith.ember@valuecapital.com
in linkedin.com/in/foundation-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,277,396 | -- |
| Total | $3,277,396 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,277,396
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,451,593,952 | 100.0% |
| Total | $8,451,593,952 | 100.0% |