Lifestyle Design Group LLC is an adviser based in Las Vegas. It manages $25.52 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Nevada, Texas, and Utah.
Lifestyle Design Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lifestyle Design Group LLC is $25.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lifestyle Design Group LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Lifestyle Design Group LLC performs its advisory services is located at 3236 Costa Smeralda Circle, Las Vegas, NV 89117 The mailing address of the firm is 4012 S. Rainbow, Suite K 613, Las Vegas, NV 89103. An additional office of the firm is in San Jose, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (702) 247-6809 or by fax (866) 823-9178. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.aperfectcalendar.com.