Strategic Lifestyle Advisors, Inc.
Strategic Lifestyle Advisors, Inc. (CRD# 115984) is a financial advisory firm headquartered in Greenville, PA. They manage $64,404,080 in 228 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Strategic Lifestyle Advisors, Inc.
By the Numbers
-
Total Assets Under Management64MILLION
-
Total Number of Accounts228ACCOUNTS
-
Average Account Value$282,474
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, PA
Financial Advisors at Strategic Lifestyle Advisors, Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.