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LIFE, INC. RETIREMENT SERVICES

CRD 173073

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

$91.6M

Discretionary AUM

$18.7M

Team

8 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals89$18.7M
Pension/profit sharing plans140$72.8M

All web addresses on file

Official SEC filing: View on IAPD