LifeGuide Financial Advisors is an investment advisor in Mechanicsburg with $342.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
464135012
SEC advisor number
801-108442
FINRA CRD number
284842
AUM ?
$372.53 mm
(as of 26 Aug 24)
Accounts
2,271
(as of 26 Aug 24)
Employees
17
(11 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Jun 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22