# LIFE, INC. RETIREMENT SERVICES

LIFE, INC. RETIREMENT SERVICES is an SEC-registered investment adviser.

## Registration

- CRD: 173073
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173073/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173073/similar
- Related entities: https://search.stillhousedata.com/firm/173073/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173073

---

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.
