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LIFETIME FINANCIAL

LIFETIME FINANCIAL LLC

CRD 312171

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7000 CARROLL AVE, STE 201A, TAKOMA PARK, MD, 20912, United States

Phone

202-350-1515

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$44.6M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$4.4M
High net worth individuals21$40.3M

All web addresses on file

Official SEC filing: View on IAPD