INVEST FOR A LIFETIME, LLC

INVEST FOR A LIFETIME, LLC of RED BANK, NJ is an SEC-registered investment adviser (CRD 314555). Regulatory assets under management: $78.0M.

Registration

• CRD: 314555
• Type: Registered investment adviser
• Location: 165 HIGHWAY 35, RED BANK, NJ, 07701
• Phone: (732) 741-7711
• Latest filing: 2026-04-17
• Regulatory AUM: $78.0M
• Discretionary AUM: $74.3M
• Non-discretionary AUM: $3.7M
• Clients: 4
• Accounts: 326

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 314555 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search