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Lifeline Financial, LLC (Wethersfield)


Lifeline Financial, LLC is an adviser based in Wethersfield. It manages $41.18 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Connecticut.

Lifeline Financial provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lifeline Financial: assets under management

The assets under management (AUM) of Lifeline Financial, LLC is $41.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.8 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lifeline Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wethersfield

The principal office where Lifeline Financial, LLC performs its advisory services is located at 322 Silas Deane Highway, Wethersfield, CT 06109 1735, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-282-1780. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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