$26.5M Total AUM
$26.5M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-11-2015
- Office Locations
- 1
Office Locations
-- Kalamazoo MI
About Lifetime Equity Investments LLC
Lifetime Equity Investments LLC is a Kalamazoo-based RIA. The firm has been operating for 11 years. Managing $26.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$13.3M AVG AUM / ADVISOR
$395.5K AVG AUM / CLIENT
10.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
K
KAUSHIK DAMJI MEISHERI
Chief Compliance Officer, Managing Member, Principal
- CRD
- #3165856
- Ownership
- 75% or more
Available
Available
Available
E
Eric Roger Meisheri
Principal
- CRD
- #6610056
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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