LIFELINE WEALTH ADVISORS, INC.
CRD #150945 SEC #801-70470 WOODLAND HILLS, CA 805-823-0990
SEC Registered
Total AUM
$15M
Discretionary
$15M
Employees
5
Clients
0
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2010 | $15M | $15M | $0 | 5 | -- |
| Jan 2010 | $15M | $15M | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateApr 2010
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--