Overview
Assets Under Management: $626 million
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 48
Average Client Assets: $1 million
Frequently Asked Questions
LIFECYCLE FINANCIAL PLANNERS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290250), LIFECYCLE FINANCIAL PLANNERS INC. is subject to fiduciary duty under federal law.
LIFECYCLE FINANCIAL PLANNERS INC. is headquartered in BLOOMFIELD HILLS, MI.
LIFECYCLE FINANCIAL PLANNERS INC. serves 48 high-net-worth clients according to their SEC filing dated March 16, 2025. View client details ↓
According to their SEC Form ADV, LIFECYCLE FINANCIAL PLANNERS INC. offers financial planning and portfolio management for individuals. View all service details ↓
LIFECYCLE FINANCIAL PLANNERS INC. manages $626 million in client assets according to their SEC filing dated March 16, 2025.
According to their SEC Form ADV, LIFECYCLE FINANCIAL PLANNERS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.91
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,811
Discretionary Accounts: 1,935
Non-Discretionary Accounts: 1,876
Regulatory Filings
CRD Number: 290250
Filing ID: 1954826
Last Filing Date: 2025-03-16 18:00:00
Website: https://mylifecycleplanners.com