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LIFELINE FINANCIAL, LLC
CRD 129327 · SEC 801-69388
322 SILAS DEANE HIGHWAY, WETHERSFIELD, CT, 06109-1735, United States
Phone
860-282-1780
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$70.7M
Discretionary AUM
$70.7M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $14.9M |
| High net worth individuals | 16 | $55.8M |
Official SEC filing: View on IAPD