LIFETIME PLANNING, INC.
CRD #111784 SEC #801-68952 CAMARILLO, CA 805-987-8938
SEC Registered
Total AUM
$12.8M
Discretionary
$9.9M
Employees
10
Clients
25
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2011 | $12.8M | $9.9M | $2.9M | 10 | -- |
| Mar 2011 | $12.8M | $9.9M | $2.9M | 10 | -- |
| Dec 2010 | $27.1M | $27.1M | $0 | 5 | -- |
| Jun 2010 | $27.1M | $27.1M | $0 | 5 | -- |
| Jan 2010 | $27M | $20M | $7M | 5 | -- |
| Jul 2009 | $27M | $20M | $7M | 5 | -- |
DateApr 2011
Total AUM$12.8M
Discretionary$9.9M
Non-Disc.$2.9M
Employees10
Clients--
DateMar 2011
Total AUM$12.8M
Discretionary$9.9M
Non-Disc.$2.9M
Employees10
Clients--
DateDec 2010
Total AUM$27.1M
Discretionary$27.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$27.1M
Discretionary$27.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$27M
Discretionary$20M
Non-Disc.$7M
Employees5
Clients--
DateJul 2009
Total AUM$27M
Discretionary$20M
Non-Disc.$7M
Employees5
Clients--