L
CRD: 329780
Lifepath Advisors, LLC
Bluffton, SC
8432520410
$17.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2024
- Office Locations
- 1
Office Locations
-- Bluffton SC
About Lifepath Advisors, LLC
Lifepath Advisors, LLC is a Bluffton-based RIA. The firm has been operating for 2 years. Managing $17.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$17.7M AVG AUM / ADVISOR
$478.4K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Investment Themes
Alpha capital Catalyst
Investment Vehicles
Insight
Services
Quantum optima Quantum Vital alpha Harbor Bridge prime Alpha Summit delta Fusion horizon
Owner & Executives
R
Ronald Allen Freeman JR
Chief Compliance Officer, Managing Member
- CRD
- #1830650
- Ownership
- 75% or more
(922) 378-8329
pathway.element@deltacapital.com
in linkedin.com/in/eagle-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,700,000 | -- |
| Total | $17,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,700,000
Equity - Exchange:
11.9% Cash:
5.3% Equity - OTC:
19.5% Corporate - Investment Grade:
7.0% U.S. Government/Agency:
12.8% Corporate - Non-Investment Grade:
15.3% Public Funds:
17.1% Municipal Bonds:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $666,378,025 | 11.9% |
| Cash | $296,790,213 | 5.3% |
| Equity - OTC | $1,091,963,991 | 19.5% |
| Corporate - Investment Grade | $391,987,074 | 7.0% |
| U.S. Government/Agency | $716,776,363 | 12.8% |
| Corporate - Non-Investment Grade | $856,771,747 | 15.3% |
| Public Funds | $957,568,423 | 17.1% |
| Municipal Bonds | $621,579,502 | 11.1% |
| Total | $5,599,815,338 | 100.0% |