RIA IntelAdvisersAlaskaLIFELONG INVESTMENT MANAGEMENT SERVICES LLC

LIFELONG INVESTMENT MANAGEMENT SERVICES LLC

Advisory

AK

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$126K
across 26 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$0
Non-Discretionary AUM$3M
Discretionary %0%
Total Clients14
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAK, HI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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