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LIFEGUIDE FINANCIAL ADVISORS, LLC
CRD 284842 · SEC 801-108442
400 W MAIN ST., MECHANICSBURG, PA, 17055, United States
Phone
(717) 796-1700
Fax
(717) 796-7763
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$562.9M
Discretionary AUM
$560.8M
Team
25 total employees; 16 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 616 | $208.1M |
| High net worth individuals | 150 | $342.0M |
| Charitable organizations | 12 | $8.8M |
States served
CO, MD, NY, OH, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD