Lifetime Equity Investments LLC

Lifetime Equity Investments LLC (CRD# 174931) is a financial advisory firm headquartered in , . They manage $19,476,000 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $189,087
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MI

Financial Advisors at Lifetime Equity Investments LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric R. Meisheri
CRD#: 6610056
Kalamazoo, MI
87
Wealthminder
score

Eric Meisheri (CRD# 6610056) is an Investment Advisor Representative working at Lifetime Equity Investments LLC in Kalamazoo, MI and has 1 year of experience in the finance industry.

2
Kaushik D. Meisheri
CRD#: 3165856
Kalamazoo, MI
83
Wealthminder
score

Kaushik Meisheri (CRD# 3165856) is an Investment Advisor Representative working at Lifetime Equity Investments LLC in Kalamazoo, MI and has over 17 years of experience in the finance industry.

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