Lifetime Equity Investments LLC

Lifetime Equity Investments LLC (CRD# 174931) is a financial advisory firm headquartered in , . They manage $24,500,000 in 140 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.lei-services.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $175,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MI, TX

Financial Advisors at Lifetime Equity Investments LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric Meisheri, financial advisor Kalamazoo MI
Eric R. Meisheri
CRD#: 6610056
Kalamazoo, MI

Eric Meisheri (CRD# 6610056) is an Investment Advisor Representative working at Lifetime Equity Investments LLC in Kalamazoo, MI and has over 8 years of experience in the finance industry.

2
Kaushik Meisheri, financial advisor Kalamazoo MI
Kaushik D. Meisheri
CRD#: 3165856
Kalamazoo, MI

Kaushik Meisheri (CRD# 3165856) is an Investment Advisor Representative working at Lifetime Equity Investments LLC in Kalamazoo, MI and has over 25 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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