Lifepoint Financial Design

Lifepoint Financial Design (CRD# 321153) is a financial advisory firm headquartered in , . They manage $16,818,828 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/lifepoint-financial-design
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $258,751
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Lifepoint Financial Design
Showing 1 - 1 of 1 top financial advisors.
1
Michael Metzger, financial advisor Salt Lake City UT
Michael B. Metzger
CRD#: 5984328
Salt Lake City, UT

Michael Metzger (CRD# 5984328) is an Investment Advisor Representative working at Lifepoint Financial Design in Salt Lake City, UT and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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