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Building 2LIFEPLAN GROUP

Map pinRALEIGH, NC
Phone919-858-6119
NotebookSEC #801-122570
Total AUM
$326M
Employees
9
Clients
279

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7201 CREEDMOOR RD.
SUITE 147
RALEIGH
NC 27613
United States
Operating Hours
9 - 4
Monday - Friday
Phone
919-858-6119

ReceiptFinancials

Total AUM
$326M
Accounts
1,083
Discretionary
$326M
Accounts
1,083
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$61.3M
HNW Individual Clients
140
AUM
$264.2M
Corporation or Business Clients
1
AUM
$514.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SELECTION OF MGRS THROUGH CO-ADVISOR
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISOR/SOLICITOR % OF ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNETX

HandshakeAffiliates

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

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