$44.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PathwayCatalyst atlas
- Established Date
- 01-13-2021
- Office Locations
- 1
Office Locations
7000 Carroll AVE STE 201a Takoma Park MD
About Lifetime Financial
Lifetime Financial is an independent, fee-only fiduciary practice with CFP® credentials serving professional households “working for the greater good.” The firm provides full-service financial planning and hands-on advice (including house calls) focused on aligning money decisions with client values and goals. Public filings indicate portfolios are implemented primarily with ETFs and custodied at Charles Schwab.
Team overview
-- AVG AGE
$22.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Beacon Value ember
Custodian
Foundation prime Alpha Summit
Investment Themes
Value vector Matrix fusion Focus pathway Harbor oak
Investment Vehicles
Foundation
Platform
Timber
Services
Glacier Optima foundation Bridge Peak vector Oak vector Ridge harbor Pathway unison Beacon
Technology
Wave Radial beacon
Owner & Executives
D
David A Creekmore
Chief Compliance Officer, President, Principal
- CRD
- #7321337
- Ownership
- 75% or more
(533) 818-4295
value.pathway@crestcapital.com
in linkedin.com/in/ember-summit
Showing 1 of 1 owners & executives
Unlock allContacts
A
Alishia Ann Parkhill
Vice President
- CRD
- #7989108
(242) 354-1233
foundation.focus@insightcapital.com
in linkedin.com/in/pioneer-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $44,628,618 | -- |
| Total | $44,628,618 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,628,618
Equity - Exchange:
31.6% Cash:
68.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $246,744,032 | 31.6% |
| Cash | $534,091,512 | 68.4% |
| Total | $780,835,544 | 100.0% |