CRD: 145846
Lifestyle Financial Strategies, LLC
$24.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-30-2008
- Office Locations
- 1
Office Locations
100 Riverview Center Suite 316 Middletown CT
About Lifestyle Financial Strategies, LLC
Lifestyle Financial Strategies is a fee-only, CFP-led advisory in Middletown, CT providing comprehensive financial planning and tax-aware, low-cost investment management built around clients’ lifestyle goals and values. The firm emphasizes objective guidance through life transitions, with no product sales or commissions, and can custody portfolios on platforms such as Altruist.
Team overview
-- AVG AGE
$24.8M AVG AUM / ADVISOR
$825.2K AVG AUM / CLIENT
18.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CLIFFORD OTTO STRAUB
Manager, President, Principal Advisor
- CRD
- #2259152
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,755,336 | -- |
| Total | $24,755,336 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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