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Building 2LIFEPOINT PLANNING

Map pinSCHAUMBURG, IL
Phone844-505-3618
NotebookSEC #801-131948
Total AUM
$168.5M
Employees
3
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1821 WALDEN OFFICE SQUARE
SUITE 400
SCHAUMBURG
IL 60173
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
844-505-3618
Other Offices
1

ReceiptFinancials

Total AUM
$168.5M
Accounts
451
Discretionary
$158.8M
Accounts
434
Non-Discretionary
$9.6M
Accounts
17

ContactClients

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Individual Clients
57
AUM
$16.8M
HNW Individual Clients
53
AUM
$147.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$312.2K

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
CAFLILLAMINYTX

HandshakeAffiliates

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

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