LIFETIME EQUITY INVESTMENTS LLC

LIFETIME EQUITY INVESTMENTS LLC is an SEC-registered investment adviser (CRD 174931). Regulatory assets under management: $26.5M.

Registration

• CRD: 174931
• Type: Registered investment adviser
• Phone: 269-271-2588
• Latest filing: 2026-01-23
• Regulatory AUM: $26.5M
• Discretionary AUM: $26.5M
• Clients: 2
• Accounts: 123

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174931 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search