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Building 2LIFEPLAN FINANCIAL GROUP, INC.

Map pinMIAMISBURG, OH
Phone937-438-8000
NotebookSEC #801-63305
Total AUM
$367.8M
Employees
7
Clients
529

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10050 INNOVATION DRIVE
SUITE 140
MIAMISBURG
OH 45342
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
937-438-8000

ReceiptFinancials

Total AUM
$367.8M
Accounts
1,880
Discretionary
$340.6M
Accounts
1,676
Non-Discretionary
$27.2M
Accounts
204

ContactClients

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Individual Clients
478
AUM
$240.6M
HNW Individual Clients
50
AUM
$126.9M
Pension/Profit Sharing Plan Clients
1
AUM
$317.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
AS NEEDED, PROVIDE ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAINKYLANCNHOHTNTX

HandshakeAffiliates

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

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