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LIFETIME FINANCIAL

BECKSTEAD INVESTMENT MANAGEMENT INC

CRD 142283

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

$37.9M

Discretionary AUM

$37.9M

Team

2 total employees; 1 advisory reps; 71 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-05

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals71$37.9M

All web addresses on file

Official SEC filing: View on IAPD