LIFEPLAN FINANCIAL GROUP, INC.
CRD #121376 SEC #801-63305 MIAMISBURG, OH 937-438-8000
SEC Registered
Total AUM
$367.8M
Discretionary
$340.6M
Employees
7
Clients
--
Accounts
1,880
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $367.8M | $340.6M | $27.2M | 7 | 43 |
| Jun 2020 | $367.8M | $340.6M | $27.2M | 7 | 43 |
| Mar 2020 | $367.8M | $340.6M | $27.2M | 7 | 43 |
| Mar 2019 | $307.8M | $285.1M | $22.7M | 8 | 40 |
| Mar 2018 | $322.7M | $316.1M | $6.6M | 8 | 80 |
| Apr 2017 | $278.1M | $271.8M | $6.3M | 7 | 553 |
| Mar 2017 | $278.1M | $271.8M | $6.3M | 7 | 553 |
| Sep 2016 | $258.1M | $251.8M | $6.2M | 7 | 466 |
| Aug 2016 | $258.1M | $251.8M | $6.2M | 7 | 466 |
| Apr 2016 | $258.1M | $251.8M | $6.2M | 7 | 466 |
| Mar 2016 | $258.1M | $251.8M | $6.2M | 7 | 466 |
| Mar 2016 | $265.6M | $258.4M | $7.2M | 7 | 400 |
| Mar 2015 | $265.6M | $258.4M | $7.2M | 7 | 400 |
| Jul 2014 | $262.8M | $254.9M | $7.8M | 7 | 400 |
| Jan 2014 | $250.4M | $243.2M | $7.2M | 7 | 400 |
| Feb 2013 | $211.1M | $204.7M | $6.4M | 7 | 400 |
| Feb 2012 | $184.2M | $178.8M | $5.5M | 6 | 400 |
| Feb 2012 | $184.2M | $178.8M | $5.5M | 6 | 400 |
| May 2011 | $194.9M | $190.2M | $4.7M | 10 | -- |
| Feb 2011 | $182.8M | $176.1M | $6.7M | 10 | -- |
| Mar 2010 | $158.9M | $152.6M | $6.3M | 10 | -- |
| May 2009 | $131.4M | $123.4M | $8M | 10 | -- |
| Mar 2007 | $162.1M | $157.8M | $4.3M | 10 | -- |
| Mar 2006 | $136M | $132.4M | $3.6M | -- | -- |
| Sep 2005 | $113M | $107.7M | $5.4M | -- | -- |
| Jan 2005 | $102.5M | $101.2M | $1.3M | -- | -- |
| Jun 2004 | $106M | $0 | $106M | 10 | -- |
DateJun 2020
Total AUM$367.8M
Discretionary$340.6M
Non-Disc.$27.2M
Employees7
Clients43
DateJun 2020
Total AUM$367.8M
Discretionary$340.6M
Non-Disc.$27.2M
Employees7
Clients43
DateMar 2020
Total AUM$367.8M
Discretionary$340.6M
Non-Disc.$27.2M
Employees7
Clients43
DateMar 2019
Total AUM$307.8M
Discretionary$285.1M
Non-Disc.$22.7M
Employees8
Clients40
DateMar 2018
Total AUM$322.7M
Discretionary$316.1M
Non-Disc.$6.6M
Employees8
Clients80
DateApr 2017
Total AUM$278.1M
Discretionary$271.8M
Non-Disc.$6.3M
Employees7
Clients553
DateMar 2017
Total AUM$278.1M
Discretionary$271.8M
Non-Disc.$6.3M
Employees7
Clients553
DateSep 2016
Total AUM$258.1M
Discretionary$251.8M
Non-Disc.$6.2M
Employees7
Clients466
DateAug 2016
Total AUM$258.1M
Discretionary$251.8M
Non-Disc.$6.2M
Employees7
Clients466
DateApr 2016
Total AUM$258.1M
Discretionary$251.8M
Non-Disc.$6.2M
Employees7
Clients466
DateMar 2016
Total AUM$258.1M
Discretionary$251.8M
Non-Disc.$6.2M
Employees7
Clients466
DateMar 2016
Total AUM$265.6M
Discretionary$258.4M
Non-Disc.$7.2M
Employees7
Clients400
DateMar 2015
Total AUM$265.6M
Discretionary$258.4M
Non-Disc.$7.2M
Employees7
Clients400
DateJul 2014
Total AUM$262.8M
Discretionary$254.9M
Non-Disc.$7.8M
Employees7
Clients400
DateJan 2014
Total AUM$250.4M
Discretionary$243.2M
Non-Disc.$7.2M
Employees7
Clients400
DateFeb 2013
Total AUM$211.1M
Discretionary$204.7M
Non-Disc.$6.4M
Employees7
Clients400
DateFeb 2012
Total AUM$184.2M
Discretionary$178.8M
Non-Disc.$5.5M
Employees6
Clients400
DateFeb 2012
Total AUM$184.2M
Discretionary$178.8M
Non-Disc.$5.5M
Employees6
Clients400
DateMay 2011
Total AUM$194.9M
Discretionary$190.2M
Non-Disc.$4.7M
Employees10
Clients--
DateFeb 2011
Total AUM$182.8M
Discretionary$176.1M
Non-Disc.$6.7M
Employees10
Clients--
DateMar 2010
Total AUM$158.9M
Discretionary$152.6M
Non-Disc.$6.3M
Employees10
Clients--
DateMay 2009
Total AUM$131.4M
Discretionary$123.4M
Non-Disc.$8M
Employees10
Clients--
DateMar 2007
Total AUM$162.1M
Discretionary$157.8M
Non-Disc.$4.3M
Employees10
Clients--
DateMar 2006
Total AUM$136M
Discretionary$132.4M
Non-Disc.$3.6M
Employees--
Clients--
DateSep 2005
Total AUM$113M
Discretionary$107.7M
Non-Disc.$5.4M
Employees--
Clients--
DateJan 2005
Total AUM$102.5M
Discretionary$101.2M
Non-Disc.$1.3M
Employees--
Clients--
DateJun 2004
Total AUM$106M
Discretionary$0
Non-Disc.$106M
Employees10
Clients--