Lifeplan Financial Group Inc
- Assets, Funds, Holdings
| Lifeplan Financial Group Inc
|
| CRD # | 121376 |
| SEC # | 801-63305 |
| CIK # | 0001583104, 0001739485 |
| AUM |
|
| Employees |
7 (100% Investors, 0% Brokers)
|
| Phone | 937-438-8000 |
| Address | 10050 Innovation Drive
Miamisburg, OH 45342 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Instagram]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
IAU
|
|
8.5 |
|
MSFT
|
1,918,222.4 |
2.3 |
|
GOOGL
|
1,475,138.5 |
1.7 |
|
CRM
|
170,602.7 |
1.7 |
|
MDT
|
118,520.9 |
1.6 |
|
TER
|
15,256.1 |
1.3 |
|
PYPL
|
83,170.4 |
1.3 |
|
CMCSA
|
175,303.0 |
1.2 |
|
BWA
|
8,636.7 |
1.2 |
|
AMZN
|
1,092,997.8 |
1.2 |
|
View All
|
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
478
|
240.6 |
| (b) Individuals (high net worth individuals) |
50
|
126.9 |
| (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 |
0.3 |
| (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 |
1,880 |
367.8 |
| By Discretionary |
| Discretionary |
1,676 |
340.6 |
| Non-Discretionary |
204 |
27.2 |
| Total |
1,880 |
367.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
367.8 |
| Total |
1,880 |
367.8 |
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