$37.9M Total AUM
$37.9M Disc. AUM
-- 3Y CAGR
2 Employees
142 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2006
- Office Locations
- 1
Office Locations
-- Highland UT
About Lifetime Financial
Lifetime Financial is a Utah-based financial planner serving retail individuals and families, with a focus on retirement and long-term wealth planning. The firm builds diversified, asset-allocation portfolios using ETFs (and mutual funds) and also provides insurance-related services. It operates primarily for clients residing in Utah and clears custody through Fidelity/NFS.
Team overview
48 AVG AGE
$37.9M AVG AUM / ADVISOR
$267.2K AVG AUM / CLIENT
19.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN C BECKSTEAD
Investment Advisor, President
- CRD
- #3041666
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,937,843 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,937,843 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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