LIFE, INC. RETIREMENT SERVICES

LIFE, INC. RETIREMENT SERVICES is an SEC-registered investment adviser (CRD 173073). Regulatory assets under management: $91.6M.

Registration

• CRD: 173073
• Type: Registered investment adviser
• Phone: 614-396-7652
• Latest filing: 2026-03-24
• Regulatory AUM: $91.6M
• Discretionary AUM: $18.7M
• Non-discretionary AUM: $72.8M
• Clients: 8
• Accounts: 240

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173073 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search