LIFELINE FINANCIAL, LLC
LIFELINE FINANCIAL, LLC of WETHERSFIELD, CT is an SEC-registered investment adviser (CRD 129327). Regulatory assets under management: $70.7M.
Registration
- CRD: 129327
- SEC file number: 801-69388
- Type: Registered investment adviser
- Location: 322 SILAS DEANE HIGHWAY, WETHERSFIELD, CT, 06109-1735
- Phone: 860-282-1780
- Latest filing: 2025-12-23
- Regulatory AUM: $70.7M
- Discretionary AUM: $70.7M
- Clients: 2
- Accounts: 72
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| PORRIELLO JOHN ALFONSE | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
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