LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD #283512 SEC #801-134196 BRADENTON, FL 941-914-9422
SEC Registered Disclosures
Total AUM
$125.6M
Discretionary
$125.5M
Employees
5
Clients
10
Accounts
345
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DALEY, JOHN, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALEY, JOHN, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALEY, JOHN, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALEY, TIMOTHY, HOCKENHULL | I | CHIEF OPERATIONS OFFICER | NA | |
| DALEY, TIMOTHY, HOCKENHULL | I | CHIEF OPERATIONS OFFICER | NA | |
| DALEY, TIMOTHY, HOCKENHULL | I | CHIEF OPERATIONS OFFICER | NA | |
| LIFESTYLE FREEDOM GROUP, LLC | DE | OWNER | E | Control |
| LIFESTYLE FREEDOM GROUP, LLC | DE | OWNER | E | Control |
| LIFESTYLE FREEDOM GROUP, LLC | DE | OWNER | E | Control |
Registrations
Federal
IA
Jul 25, 2025 REGISTERED
Notice Filings (8)
CA CT FL GA NC NY SC TX
Address
9040 TOWN CENTER PARKWAYBRADENTON, FL 34202
United States
Phone: 941-914-9422