Lifetime Financial Foundations, LLC

Lifetime Financial Foundations, LLC (CRD# 300683) is a financial advisory firm headquartered in , . They manage $23,700,000 in 269 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/pg/lifetime-financial-foundations-llc-914415462099593/about/?ref=page_internal
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $88,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Lifetime Financial Foundations, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shawn Minnich, financial advisor York PA
Shawn D. Minnich
CRD#: 7072862
York, PA

Shawn Minnich (CRD# 7072862) is an Investment Advisor Representative working at Lifetime Financial Foundations, LLC in York, PA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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