LIFETIME FINANCIAL

LIFETIME FINANCIAL of TAKOMA PARK, MD is an SEC-registered investment adviser (CRD 312171). Regulatory assets under management: $44.6M.

Registration

• CRD: 312171
• Type: Registered investment adviser
• Location: 7000 CARROLL AVE, TAKOMA PARK, MD, 20912
• Phone: 202-350-1515
• Latest filing: 2026-03-18
• Regulatory AUM: $44.6M
• Non-discretionary AUM: $44.6M
• Clients: 2
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 312171 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search