L
CRD: 324660
Lifestyle Financial Services, LLC
Martinez, GA
7064328294
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
0 Employees
22 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Jackson National Life · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2023
- Office Locations
- 1
Office Locations
-- Martinez GA
About Lifestyle Financial Services, LLC
Lifestyle Financial Services, LLC is a Martinez-based RIA. The firm has been operating for 3 years. Managing $2.9M in total assets under management, They custody assets with Altruist and Jackson National Life. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$130.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Insight delta Value meridian
Investment Themes
Bridge insight North quantum Momentum Focus delta
Investment Vehicles
Timber
Services
Harbor Eagle Matrix Vector beacon
Owner & Executives
G
GERALD LEE HOUSE
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6247495
- Ownership
- 75% or more
(341) 984-5902
value.capital@northcapital.com
in linkedin.com/in/signal-insight
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOSEPH DANIEL STEADMAN
--
- CRD
- #6390731
(970) 429-7204
pioneer.summit@oakcapital.com
in linkedin.com/in/momentum-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,861,981 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,861,981 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,861,981
Equity - Exchange:
25.8% Equity - OTC:
33.4% Cash:
25.2% U.S. Government/Agency:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,814,462,305 | 25.8% |
| Equity - OTC | $2,348,955,077 | 33.4% |
| Cash | $1,772,265,507 | 25.2% |
| U.S. Government/Agency | $1,097,116,743 | 15.6% |
| Total | $7,032,799,632 | 100.0% |