Strategic Lifestyle Advisors, Inc.
Strategic Lifestyle Advisors, Inc. (CRD# 115984) is a financial advisory firm headquartered in Greenville, PA. They manage $18,182,438 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$336,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)