LIFESTAGE WEALTH MANAGEMENT GROUP LLC
CRD #119403 SEC #801-61460 ALEXANDRIA, MN 320-762-1880
SEC Registered
Total AUM
$43.5M
Discretionary
$43.5M
Employees
1
Clients
101
Accounts
184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $43.5M | $43.5M | $0 | 1 | 200 |
| Mar 2012 | $43.5M | $43.5M | $0 | 1 | 200 |
| Mar 2012 | $43.5M | $43.5M | $0 | 1 | 200 |
| Feb 2007 | $39.6M | $39.6M | $0 | 5 | -- |
| Feb 2006 | $30.1M | $30.1M | $0 | 5 | -- |
| Sep 2005 | $40M | $40M | $0 | 5 | -- |
| Mar 2004 | $45M | $45M | $0 | 5 | -- |
DateApr 2012
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees1
Clients200
DateFeb 2007
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--