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YOUR-FINANCIAL-LIFEGUARD

YOUR-FINANCIAL-LIFEGUARD INC.

CRD 115695

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 31 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees; PERCENT OF ASSETS MANAGED BY THIRD PARTY MANAGER

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

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Services

Financial planningSelection of other advisers401(K) RETIREMENT PLAN DESIGN

All web addresses on file

Official SEC filing: View on IAPD