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LIFELINE FINANCIAL, LLC
LIFELINE FINANCIAL, LLC
WETHERSFIELD, Connecticut
·
1 registered advisor
·
CRD# 129327
SEC# 801-69388
860-282-1780
01
Firm Overview
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LIFELINE FINANCIAL, LLC
1 registered advisor
John Alfonse Porriello
WETHERSFIELD, Connecticut
CRD# 1597810
05
Office Locations
WETHERSFIELD, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. LIFELINE FINANCIAL, LLC (CRD# 129327) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.