Overview
Assets Under Management: $626 million
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 9
Average Client Assets: $63 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.62
Average High-Net-Worth Client Assets: $63 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