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LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512 · SEC 801-134196
9040 TOWN CENTER PARKWAY, BRADENTON, FL, 34202, United States
Phone
941-914-9422
Fax
203-413-4346
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.8M
Discretionary AUM
$156.7M
Team
5 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES AND ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $23.4M |
| High net worth individuals | 45 | $103.6M |
| Pension/profit sharing plans | 6 | $3.2M |
| Corporations/business entities | 21 | $26.5M |
States served
CA, GA, NY, NC, SC, TX, CT, FL
All web addresses on file
- HTTP://LIFESTYLEFREEDOM.COM/
- HTTPS://WWW.FACEBOOK.COM/PAGES/LIFESTYLE-FREEDOM/739763139439376
- https://www.linkedin.com/in/timothyhdaley/details/experience/
- https://www.linkedin.com/in/johnrdaley /details/experience
- HTTPS://WWW.FACEBOOK.COM/LIFESTYLEFREEDOM941/
- HTTPS://TWITTER.COM/LIFESTYLEFDM
- https://www.linkedin.com/groups/12051454/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/LIFESTYLE-FREEDOM-LLC/
- https://www.facebook.com/Lifestyle-Freedom-Advisory-LLC-109339654662817
Official SEC filing: View on IAPD