Lifeyield Advisor LLC
Legal Name: LIFEYIELD ADVISOR, LLC
Full Contact Details
Lifeyield Advisor LLC
175 FEDERAL STREET, 7TH FLOOR, BOSTON, MA
617-502-5660
617-830-9859
Other Info
Lifeyield Advisor, LLC is a Limited Liability Company based in Massachusetts with 2 employees but an unknown number of clients. Its SEC status is listed as approved and it was registered on April 23, 2015.
Home - LifeYield
Founded in 2008, LifeYield helps firms, investors, and advisors increase tax efficiency, leading to improved financial outcomes.
Direct Owners
-
LIFEYIELD, LLC
MEMBER owns 75% or more
-
MARK WILLIAM HOFFMAN
MANAGER, SECRETARY owns less than 5%
-
MICHAEL PAUL BENEDEK
MANAGER, CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
MARK WILLIAM HOFFMAN
ELECTED MANAGER AND MEMBER (CLASSES: COMMON, A PREF., B PREF., C PREF., D PREF., AND E PREF.)
-
MICHAEL PAUL BENEDEK
ELECTED MANAGER AND MEMBER (CLASSES: COMMON, A PREF., B PREF., C PREF., D PREF., AND E PREF.)
-
PAUL REID SAMUELSON
ELECTED MANAGER AND MEMBER (CLASSES: COMMON, A PREF., B PREF., C PREF., D PREF., AND E PREF.) owns more than 25% but less than 50%
-
SUNTRUST INVESTMENT SERVICES, INC.
ELECTED MANAGER AND MEMBER (CLASS: B PREF.)