Overview
Assets Under Management: $184 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Frequently Asked Questions
LIFEPLAN INVESTMENT ADVISORS, 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 #144157), LIFEPLAN INVESTMENT ADVISORS, INC is subject to fiduciary duty under federal law.
LIFEPLAN INVESTMENT ADVISORS, INC is headquartered in RALEIGH, NC.
LIFEPLAN INVESTMENT ADVISORS, INC serves 117 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, LIFEPLAN INVESTMENT ADVISORS, INC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
LIFEPLAN INVESTMENT ADVISORS, INC manages $184 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, LIFEPLAN INVESTMENT ADVISORS, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 796
Discretionary Accounts: 796
Regulatory Filings
CRD Number: 144157
Last Filing Date: 2024-03-26 00:00:00
Website: https://lifeplangroup.com