Overview
Assets Under Management: $283 million
Headquarters: SOUTHBOROUGH, MA
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.36
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 873
Discretionary Accounts: 873
Regulatory Filings
CRD Number: 290008
Last Filing Date: 2025-01-22 00:00:00
Website: https://livelifecapital.com