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Building 2LIFECYCLE FINANCIAL PLANNERS INC.

Map pinBLOOMFIELD HILLS, MI
Phone248-737-7090
NotebookSEC #801-112138
Total AUM
$671.7M
Employees
9
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40950 WOODWARD AVENUE
SUITE 140
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
248-737-7090

ReceiptFinancials

Total AUM
$671.7M
Accounts
3,065
Discretionary
$475.2M
Accounts
1,782
Non-Discretionary
$196.5M
Accounts
1,283

ContactClients

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Individual Clients
117
AUM
$347.9M
HNW Individual Clients
52
AUM
$314.6M
Charitable Organization Clients
2
AUM
$9.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMINCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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