LIFETIME PLANNING PINNACLE ADVISORS, INC
CRD #105648 SEC #801-21209 MANSFIELD, OH 419-526-5226
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
26
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2015 | $34.7M | $27.3M | $7.5M | 3 | 142 |
| Mar 2014 | $126.2M | $108.8M | $17.3M | 3 | 142 |
| Feb 2013 | $180.8M | $154.2M | $26.6M | 3 | 142 |
| Mar 2012 | $189.1M | $0 | $189.1M | 1 | 142 |
| Mar 2012 | $189.1M | $0 | $189.1M | 1 | 142 |
| Mar 2011 | $198.4M | $0 | $198.4M | 5 | -- |
| Mar 2010 | $160.2M | $0 | $160.2M | 5 | -- |
| Mar 2007 | $181.7M | $0 | $181.7M | 5 | -- |
| Feb 2006 | $163.3M | $0 | $163.3M | 10 | -- |
| Mar 2004 | $115.5M | $0 | $115.5M | 10 | -- |
| Mar 2002 | $85.1M | $0 | $85.1M | 10 | -- |
DateFeb 2015
Total AUM$34.7M
Discretionary$27.3M
Non-Disc.$7.5M
Employees3
Clients142
DateMar 2014
Total AUM$126.2M
Discretionary$108.8M
Non-Disc.$17.3M
Employees3
Clients142
DateFeb 2013
Total AUM$180.8M
Discretionary$154.2M
Non-Disc.$26.6M
Employees3
Clients142
DateMar 2012
Total AUM$189.1M
Discretionary$0
Non-Disc.$189.1M
Employees1
Clients142
DateMar 2012
Total AUM$189.1M
Discretionary$0
Non-Disc.$189.1M
Employees1
Clients142
DateMar 2011
Total AUM$198.4M
Discretionary$0
Non-Disc.$198.4M
Employees5
Clients--
DateMar 2010
Total AUM$160.2M
Discretionary$0
Non-Disc.$160.2M
Employees5
Clients--
DateMar 2007
Total AUM$181.7M
Discretionary$0
Non-Disc.$181.7M
Employees5
Clients--
DateFeb 2006
Total AUM$163.3M
Discretionary$0
Non-Disc.$163.3M
Employees10
Clients--
DateMar 2004
Total AUM$115.5M
Discretionary$0
Non-Disc.$115.5M
Employees10
Clients--
DateMar 2002
Total AUM$85.1M
Discretionary$0
Non-Disc.$85.1M
Employees10
Clients--