# LIFETIME FINANCIAL, INC.

LIFETIME FINANCIAL, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 161124
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161124/similar
- Related entities: https://search.stillhousedata.com/firm/161124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161124

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.