CRD: 283512
Lifestyle Freedom Advisory Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-26-2016
- Office Locations
- 3
Office Locations
About Lifestyle Freedom Advisory Group, LLC
Lifestyle Freedom Advisory Group is a fiduciary RIA delivering wealth management through a virtual family office, combining a proprietary lifestyle management model, family office services, and on-demand specialists. The firm focuses on individuals and business owners with strategic business planning and proactive tax planning via CPA partners, and builds portfolios using ETFs and mutual funds with active, allocation-driven positioning; operates on Black Diamond and custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TIMOTHY HOCKENHULL DALEY
Chief Operations Officer, Director Of Operations
- CRD
- #6057426
- Ownership
- Less than 5%
JOHN RUSSELL DALEY MR.
Chief Compliance Officer, Partner
- CRD
- #1066953
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JEFFREY MILES COOPER
--
- CRD
- #6366670
Kevin Hockenhull Daley
Operations Associate
- CRD
- #7154371
Ridge beacon
Signal value signal
- CRD
- #47244
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,711,937 | $429,348 |
| Non-Discretionary | $113,054 | $113,054 |
| Total | $156,824,991 | $428,484 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $156,824,991
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,462,757,009 | 40.7% |
| Cash | $592,998,002 | 9.8% |
| Equity - Exchange | $2,995,245,011 | 49.5% |
| Total | $6,051,000,022 | 100.0% |