James Patrick Ortale

Investment adviser representative at Lifeguide Financial Advisors, LLC

11 yearsExperience

1 stateRegistered in

CFP® certificationDesignation

$562.9MFirm assets

Are you James Patrick Ortale? Claim your profile

Contact this firm

From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

These describe the firm as a whole, not only this advisor.

11 years in the industry.

Registered as an investment adviser representative in 1 state (PA).

$562.9MAssets managed

778Clients

16Advisers

10 yearsIn business

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.