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| Lifeplan Financial Advisory Group LLC
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|
|---|---|
| CRD # | 131396 |
| SEC # | 801-113343 |
| CIK # | |
| AUM | $157.5 MM (2023-03-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 248-299-4300 |
| Address | 1055 South Boulevard E Rochester Hills, MI 48307 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 69.7 |
| (b) Individuals (high net worth individuals) | 53 | 87.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 649 | 157.5 |
| By Discretionary | ||
| Discretionary | 649 | 157.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 649 | 157.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.5 | |
| Total | 649 | 157.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Imperium Wealth Management LLC
✚
|
TX | 0.2 |
|
Allen Capital Management LLC
✚
|
WA | 0.2 |
|
Bedminster LLC
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|
SC | 0.2 |
|
Southport Station Financial Management LLC
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|
CT | 0.2 |
|
Westview Management LLC
✚
|
VT | 0.2 |
|
Bush Investment Group LLC
✚
|
GA | 0.2 |
|
Infinium Investment Advisors LLC
✚
|
CO | 0.2 |
|
MCS Financial Advisors LLC
✚
|
OR | 0.2 |
|
Old Rock Asset Management LLC
✚
|
IL | 0.2 |
|
Vista Finance LLC
✚
|
MO | 0.2 |