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LIFETIME WEALTH MANAGEMENT P.C.
Tel: 972-771-0650
560 E. Interstate Hwy 30, Ste 110 Rockwall, Texas 75087
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
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
Firm CRD#:
145492
SEC#:
801-113213
No. of Clients:
274
Assets under Management
$184,243,260
No. of Advisors:
5
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