LIFETIME WEALTH MANAGEMENT P.C. - Financial Advisor in Texas, Rockwall

Tel: 972-771-0650 560 E. Interstate Hwy 30, Ste 110 Rockwall, Texas 75087

About LIFETIME WEALTH MANAGEMENT P.C.

LIFETIME WEALTH MANAGEMENT P.C. is a Rockwall, Texas based financial advisory firm with nearly $184,243,260 in assets under management and provides investment advisory services for 274 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

145492

Firm SEC#:

801-113213

Assets Under Management:

$184,243,260

No. of Clients:

274

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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