Overview
Assets Under Management: $184 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 117
Average Client Assets: $2 million
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