RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 19, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, DAVID, MICHAELIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control
SMITH, ERIC, SHANNONISECRETARY/TREASURERC Control

Registrations

Federal

IA
Apr 19, 2011 REGISTERED

Notice Filings (3)

CA LA TX

Address

1200 PASEO CAMARILLO
SUITE 190
CAMARILLO, CA 93010-6050
United States
Phone: 805-987-8938