L
CRD: 161124
Lifetime Financial, Inc.
Newport Beach, CA, 92660
8008101736
$63.3M Total AUM
$63.3M Disc. AUM
-- 3Y CAGR
9 Employees
301 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-25-2012
- Office Locations
- 7
Office Locations
1177 Marsh St., STE #200 SAN Luis Obispo CA
260 Newport Center DR STE 100 Newport Beach CA
2950 Buskirk Avenue Suite 300 Walnut Creek CA
About Lifetime Financial, Inc.
Lifetime Financial, Inc. is a Newport Beach-based RIA with 7 offices. The firm has been operating for 14 years. Managing $63.3M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
70 AVG AGE
$7.0M AVG AUM / ADVISOR
$210.3K AVG AUM / CLIENT
6.8 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Pioneer Timber Zenith Vertex Harbor Glacier matrix Pathway focus
Investment Themes
Summit Glacier atlas
Investment Vehicles
Vector
Services
Ridge Eagle eagle Signal meridian Fusion legacy Unison Matrix Vector
Owner & Executives
R
RANDALL ALBERT LUEBKE
Chief Compliance Officer, President, Principal Owner
- CRD
- #4761763
- Ownership
- 75% or more
(871) 290-8013
radial.radial@bridgecapital.com
in linkedin.com/in/oak-momentum
Showing 1 of 1 owners & executives
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L
LEONARD SIMON BAKKER
--
- CRD
- #6417458
(456) 445-3856
element.optima@horizoncapital.com
in linkedin.com/in/delta-north
D
DARREN M CANDIOTTY
Financial Advisor
- CRD
- #5432107
(431) 412-7333
focus.insight@vectorcapital.com
in linkedin.com/in/atlas-atlas
C
Catalyst unison
Bridge alpha
- CRD
- #40721
(912) 963-5403
signal.matrix@vertexcapital.com
in linkedin.com/in/unison-glacier
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,286,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,286,624 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,286,624
Equity - Exchange:
22.0% Public Funds:
43.3% Cash:
11.1% Other:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $149,866,904 | 22.0% |
| Public Funds | $294,965,315 | 43.3% |
| Cash | $75,614,665 | 11.1% |
| Other | $160,766,315 | 23.6% |
| Total | $681,213,199 | 100.0% |