$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-07-2016
- Office Locations
- 1
Office Locations
200 E College ST Griffin GA
About Lifetime Strategies, LLC
Lifetime Strategies, LLC is an owner-operated RIA in Griffin, GA providing financial planning and discretionary asset management, with an emphasis on portfolio construction, asset allocation, and risk management. Client portfolios are heavily ETF-based and complemented by mutual funds and bonds. Custody is held with Charles Schwab (and TD Ameritrade).
Team overview
53 AVG AGE
$16.4M AVG AUM / ADVISOR
$327.4K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAYMOND DEREK BRANTON
Owner
- CRD
- #4023189
- 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 | $16,369,259 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,369,259 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available Municipal Bonds:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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