Lifetime Financial, INC.

Public-record details

Address

260 Newport Center Dr Ste 100, Newport Beach, CA 92660

Phone

(800) 810-1736

Listed under

% of assets managed, Retirement plan consulting

CRD number

161124

Registration

State registered: AZ, CA, HI, OH, UT, WA

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Acts As a Solicitor)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$63.3 million

Accounts managed

280

Clients reported (Form ADV 5.D)

263

Individual / high-net-worth clients

218 / 19

Employees

10

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

Yes — see IAPD for details

Latest Form ADV filing

2026-08-24

State registered (AZ, CA, HI…) investment adviser, CRD 161124, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 161124 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.