L
$50.0K Total AUM
$50.0K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
10 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-20-2016
- Office Locations
- 1
Office Locations
7162 W RUE DE Lamour 7162 Peoria AZ
About Lifetime Investments & Insurance LLC
Lifetime Investments & Insurance LLC is a Peoria-based RIA. The firm has been operating for 10 years. Managing $50.0K in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$50.0K AVG AUM / ADVISOR
$25.0K AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Aleksander Cupi
Investment Advisor Representative, President
- CRD
- #6632507
- 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 | $50,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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