LifeTime Asset & Tax Management
Financial Services • 
Raleigh, North Carolina, United States • 21-50 Employees
Company overview
| Headquarters | 801 Corporate Center Dr., Suite #110, Raleigh, NC 27607, US |
| Phone number | +19198455315 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Key Contact at LifeTime Asset & Tax Management
Mark Girimonte
Tax Director
LifeTime Asset & Tax Management Email Formats
LifeTime Asset & Tax Management uses 3 email formats. The most common is {first initial} (e.g., j@lifetimeasset.com), used 58.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lifetimeasset.com | 58.8% |
{first name} | john@lifetimeasset.com | 35.3% |
{first name}.{last name} | john.doe@lifetimeasset.com | 5.9% |
About LifeTime Asset & Tax Management
FINANCIAL SOLUTIONS FOR LIFE—SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future. Many of our clients have been with us for over 30 years. We believe our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to work toward their financial/retirement goals. Learn about Investment & Wealth Management Services offered through LifeTime Asset Management: www.lifetimeasset.com YOU DON’T HAVE TO BE A TAX EXPERT—AT LIFETIME TAX MANAGEMENT, THAT’S OUR JOB Tax services, business services, and Quickbooks services from our dedicated team. Planning is the key to successfully and legally reducing your tax liability. We proactively recommend tax saving strategies to maximize your after-tax income. Learn about Tax Planning & Tax Services offered for business and individuals through LifeTime Tax Management: www.lifetimetaxmanagement.com Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. LifeTime Asset Management, 801 Corporate Center Dr., Suite 110, Raleigh, NC 27607, 919-845-5315. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.
LifeTime Asset & Tax Management revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
LifeTime Asset & Tax Management has 16 employees across 4 departments.
Departments
Number of employees
Funding Data
LifeTime Asset & Tax Management has never raised funding before.
LifeTime Asset & Tax Management Tech Stack
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