Lifestyle Freedom Advisory Group, LLC
Lifestyle Freedom Advisory Group, LLC is an SEC-registered mass-market adviser in Bradenton, FL with $156.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lifestyle Freedom Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283512, SEC 801-134196, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $156.8M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Bradenton, FL
- Employees
- 5
- Clients
- 189
- CRD
- 283512
- Ownership
- LIFESTYLE FREEDOM GROUP, LLC; DALEY, TIMOTHY, HOCKENHULL; DALEY, JOHN, RUSSELL; JOHN R DALEY AND BEVERLY H DALEY REVOCABLE TRUST; FINK, DAVID, RICHARD
How much AUM does Lifestyle Freedom Advisory Group, LLC have?
Lifestyle Freedom Advisory Group, LLC reported $156.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Lifestyle Freedom Advisory Group, LLC?
Disclosed owners and executives of Lifestyle Freedom Advisory Group, LLC include LIFESTYLE FREEDOM GROUP, LLC, DALEY, TIMOTHY, HOCKENHULL, DALEY, JOHN, RUSSELL, JOHN R DALEY AND BEVERLY H DALEY REVOCABLE TRUST, FINK, DAVID, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.