Investment adviser · CRD 131396
LIFE PLAN FINANCIAL ADVISORY GROUP, LLC
Investment adviser filing (IA)
LIFEPLAN FINANCIAL ADVISORY GROUP, LLC
ROCHESTER HILLS, MI, United States · Form ADV filed Mar 7, 2023
- Regulatory AUM
- $157M Form ADV · Item 5.F
- Client accounts
- 649 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 53 | $87,757,403 | 55.7% |
| Individuals | 207 | $69,724,169 | 44.3% |
Filing source
Form ADV 1725789 · Mar 7, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 7, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1055 SOUTH BOULEVARD E., SUITE 230ROCHESTER HILLS, MI, 48307, United States
CRD 131396
Filing source
Form ADV 1725789 · Mar 7, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.