Strategic Lifestyle Advisors, Inc.

Strategic Lifestyle Advisors, Inc. (CRD# 115984) is a financial advisory firm headquartered in Greenville, PA. They manage $31,460,657 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $283,429
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
  • Pension consulting services
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.

OH, PA

Financial Advisors at Strategic Lifestyle Advisors, Inc.
No Advisor Found.
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