RIA Intel›Advisers›Michigan›LIFEGOALS FINANCIAL GROUP, INC.

LIFEGOALS FINANCIAL GROUP, INC.

Advisory

OWOSSO, MI

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in MI

#482

of 521 advisers by AUM

Average account

$364K

across 163 accounts

AUM per adviser

$59M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$59M

Discretionary AUM$59M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients163

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

163 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

CLEARVIEW INVESTMENTS

$59M

HALLGREN FINANCIAL LLC

$59M

TIM CRAWFORD, C.P.A., P.C.

$59M

MILESTONE REALTY SERVICES, INC.

$59M

NORTHBROOK INVESTMENT MANAGEMENT, LLC

$59M

FINANSENSE, INC.

$60M

Get the full picture on LIFEGOALS FINANCIAL GROUP, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LIFEGOALS FINANCIAL GROUP, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans