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Building 2LIFESTYLE PLANNING SOLUTIONS, LLC

Map pinALPHARETTA, GA
Phone678-867-7050
NotebookSEC #801-114500
Total AUM
$6.1M
Employees
13
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 LAKEVIEW PARKWAY
SUITE 550
ALPHARETTA
GA 30009
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
678-867-7050
Other Offices
2

ReceiptFinancials

Total AUM
$6.1M
Accounts
94
Discretionary
$6.1M
Accounts
94
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$3.8M
HNW Individual Clients
4
AUM
$2.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZGATX

HandshakeAffiliates

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

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