L
$14.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
3 ADV. Clients
21 yrs Firm Age
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- Custodian
- MID Atlantic ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2005
- Office Locations
- 1
Office Locations
2285 Eagle Pass Suite C Wooster OH
About Lifetime Financial Advisors LLC
Lifetime Financial Advisors LLC is a Wooster, Ohio-based retail advisory firm providing financial planning and asset management, with additional support for insurance, annuities, and retirement plans. The firm builds diversified, asset-allocation portfolios primarily using public funds, mutual funds, and ETFs, and custodies assets with Pershing.
Team overview
-- AVG AGE
$14.3M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
21.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Meridian ember
Investment Themes
Catalyst Pathway
Investment Vehicles
Meridian
Services
Frontier optima Legacy Element momentum Quantum Prime value
Owner & Executives
STEFAN JOAQUIN GARCIA
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4445746
- Ownership
- 75% or more
(438) 288-5576
glacier.capital@vertexcapital.com
in linkedin.com/in/vector-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,250,000 | -- |
| Total | $14,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,250,000
Public Funds:
41.3% Equity - Exchange:
44.8% Cash:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $974,346,431 | 41.3% |
| Equity - Exchange | $1,056,918,163 | 44.8% |
| Cash | $327,927,734 | 13.9% |
| Total | $2,359,192,328 | 100.0% |