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LIFESPAN FINANCIAL STRATEGIES, INC.
Investment Advice|WESTON, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$304.8M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 304.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 119800 |
| SEC Number | 801-128580 |
| Street Address | 1655 NORTH COMMERCE PARKWAY |
| Street Address 2 | SUITE 203 |
| Location | WESTON, FL 33326 |
| Country | United States |
| Phone | 954-385-7812 |
| Fax | 954-384-7716 |
| Total Employees | 7 |
| Business Types | insurance_broker |
Client Count by Type (471 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 403 |
| High Net Worth Individual… | 68 |
County data not available for this organization.