| Name | Title | Ownership | Since |
|---|---|---|---|
| Brien Jon Lasse Control | Managing Member | 5-10% | 2024 |
| David Isaac Lutz Control | Managing Member And Chief Compliance Officer | 25-50% | 2014 |
| Derek Glen Mosley Control | Managing Member | 5-10% | 2022 |
Lifeguide Financial Advisors, LLC reports $455.6 million in regulatory assets under management on its Form ADV.
Lifeguide Financial Advisors, LLC reports 25 employees.
Lifeguide Financial Advisors, LLC is based in Mechanicsburg, PA and has been SEC-registered since 2016.
Lifeguide Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 400 W Main St., Mechanicsburg, PA 17055 |
| Phone | (717) 796-1700 |
| Fax | (717) 796-7763 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1908585 |
| Discloses disciplinary history | No |
| Discretionary | $452.6M |
| Non-discretionary | $3M |
| Total (RAUM) | $455.6M |