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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 20, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACHEC, MARK, EDWARD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JACHEC, MARK, EDWARD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JACHEC, MARK, EDWARD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JACHEC, MARK, EDWARD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JACHEC, MARK, EDWARD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JACHEC, MARK, EDWARD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 20, 2010 REGISTERED
Notice Filings (1)
CA
Address
5850 CANOGA AVENUESTE. 314
WOODLAND HILLS, CA 91367
United States
Phone: 805-823-0990