Overview
Assets Under Management: $323 million
Headquarters: MIAMISBURG, OH
High-Net-Worth Clients: 78
Average Client Assets: $2.0 million
Frequently Asked Questions
LIFEPLAN FINANCIAL GROUP, 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 #121376), LIFEPLAN FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
LIFEPLAN FINANCIAL GROUP, INC. is headquartered in MIAMISBURG, OH.
LIFEPLAN FINANCIAL GROUP, INC. serves 78 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, LIFEPLAN FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LIFEPLAN FINANCIAL GROUP, INC. manages $323 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, LIFEPLAN FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.40%
Average Client Assets: $2.0 million
Total Client Accounts: 1,906
Discretionary Accounts: 1,759
Non-Discretionary Accounts: 147
Regulatory Filings
CRD Number: 121376
Filing ID: 1183453
Last Filing Date: 2018-03-29 11:05:00