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LIFETIME FINANCIAL, INC.
CRD 161124
260 NEWPORT CENTER DR STE 100, NEWPORT BEACH, CA, 92660, United States
Phone
800-810-1736
Fax
949-480-1736
Registration
— (—)
Source
State registered
Total AUM
$63.3M
Discretionary AUM
$63.3M
Team
9 total employees; 9 advisory reps; 38 broker-dealer reps
Clients
—
Fees
Percentage of AUM; ACTS AS A SOLICITOR
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 218 | $29.1M |
| High net worth individuals | 19 | $26.8M |
| Pension/profit sharing plans | 17 | $5.0M |
| Corporations/business entities | 9 | $2.4M |
Official SEC filing: View on IAPD