Overview
Assets Under Management: $312 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 81
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.26
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 599
Discretionary Accounts: 597
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 129338
Last Filing Date: 2025-02-11 00:00:00
Website: https://lifeplanningpartners.com