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LIFESTYLE FINANCIAL STRATEGIES, LLC
CRD 145846
100 RIVERVIEW CENTER, SUITE 316, MIDDLETOWN, CT, 06457, United States
Phone
860-344-8356
Fax
860-344-5642
Registration
— (—)
Source
State registered
Total AUM
$24.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $22.5M |
| Charitable organizations | 3 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD