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David Isaac Lutz

LIFEGUIDE FINANCIAL ADVISORS, LLC·MECHANICSBURG, Pennsylvania
Unclaimed Profile
400 W MAIN ST., MECHANICSBURG, PA 17055CRD# 5355724Firm CRD# 284842
01

About

David Isaac Lutz is a registered financial advisor based in MECHANICSBURG, Pennsylvania, affiliated with LIFEGUIDE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LIFEGUIDE FINANCIAL ADVISORS, LLC
LIFEGUIDE FINANCIAL ADVISORS, LLC
AUM
$373M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LIFEGUIDE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5355724
Firm CRD# 284842
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Isaac Lutz offer?
David Isaac Lutz specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.
What are David Isaac Lutz's credentials?
David Isaac Lutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Isaac Lutz located?
David Isaac Lutz is based in MECHANICSBURG, Pennsylvania, working with LIFEGUIDE FINANCIAL ADVISORS, LLC. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.
How does David Isaac Lutz charge for services?
David Isaac Lutz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFEGUIDE FINANCIAL ADVISORS, LLC?
LIFEGUIDE FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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