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Building 2LIFE PLAN FINANCIAL ADVISORY GROUP, LLC

Map pinROCHESTER HILLS, MI
Phone248-299-4300
NotebookSEC #801-113343
Total AUM
$157.5M
Employees
3
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 SOUTH BOULEVARD E.
SUITE 230
ROCHESTER HILLS
MI 48307
United States
Operating Hours
9:00 - 5:00 (ET)
Monday - Friday
Phone
248-299-4300

ReceiptFinancials

Total AUM
$157.5M
Accounts
649
Discretionary
$157.5M
Accounts
649
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
207
AUM
$69.7M
HNW Individual Clients
53
AUM
$87.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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