LIFELONG INVESTMENT MANAGEMENT SERVICES LLC

LIFELONG INVESTMENT MANAGEMENT SERVICES LLC is an SEC-registered investment adviser (CRD 158324). Regulatory assets under management: $3.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 158324
• Type: Registered investment adviser
• Phone: 907-258-2888
• Latest filing: 2026-03-27
• Regulatory AUM: $3.3M
• Non-discretionary AUM: $3.3M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158324 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search