Lifestyle Financial Strategies, LLC
Lifestyle Financial Strategies, LLC (CRD# 145846) is a financial advisory firm headquartered in Middletown, CT. They manage $24,755,336 in 83 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lifestyle Financial Strategies, LLC
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts83ACCOUNTS
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Average Account Value$298,257
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Lifestyle Financial Strategies, LLC
1
Clifford Straub (CRD# 2259152) is an Investment Advisor Representative working at Lifestyle Financial Strategies, LLC in Middletown, CT and has over 23 years of experience in the finance industry.
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