RIA Intel›Advisers›Michigan›LIFEPLAN FINANCIAL ADVISORY GROUP, LLC

LIFEPLAN FINANCIAL ADVISORY GROUP, LLC

Advisory

N·ROCHESTER HILLS, MI

Data as of Mar 7, 2023 · Source: SEC Form ADV

Total AUM
$157M
1-Year AUM Growth
+6.9%
3-Year CAGR
+6.8%
Employees
3
Assets Under Management
Total AUM$157M
Discretionary AUM$157M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingJun 15, 2006
Latest FilingMar 7, 2023
🔒 Full AUM trend chart and 21 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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