LIFETIME FINANCIAL, INC.

LIFETIME FINANCIAL, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 161124). Regulatory assets under management: $63.3M.

Registration

• CRD: 161124
• Type: Registered investment adviser
• Location: 260 NEWPORT CENTER DR STE 100, NEWPORT BEACH, CA, 92660
• Phone: 800-810-1736
• Latest filing: 2026-06-25
• Regulatory AUM: $63.3M
• Discretionary AUM: $63.3M
• Clients: 10
• Accounts: 280

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search