LIFEPLAN FINANCIAL ADVISORY GROUP, LLC
Legal name: LIFE PLAN FINANCIAL ADVISORY GROUP, LLC
CRD #131396 SEC #801-113343 ROCHESTER HILLS, MI 248-299-4300
SEC Registered
Total AUM
$157.5M
Discretionary
$157.5M
Employees
3
Clients
1
Accounts
649
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $157.5M | $157.5M | $0 | 3 | 8 |
| Mar 2023 | $157.5M | $157.5M | $0 | 3 | 8 |
| May 2022 | $147.4M | $147.4M | $0 | 3 | 41 |
| Mar 2022 | $147.4M | $147.4M | $0 | 3 | 41 |
| May 2021 | $148.8M | $148.8M | $0 | 3 | 0 |
| Mar 2021 | $148.8M | $148.8M | $0 | 2 | 0 |
| Jun 2020 | $129.6M | $129.6M | $0 | 2 | 0 |
| Mar 2020 | $129.6M | $129.6M | $0 | 2 | 0 |
| Mar 2019 | $102M | $102M | $0 | 2 | 45 |
| May 2018 | $108.5M | $108.5M | $0 | 3 | 47 |
| Apr 2012 | $58.7M | $47.4M | $11.3M | 1 | 200 |
| Feb 2012 | $58.7M | $47.4M | $11.3M | 1 | 200 |
| Feb 2012 | $58.7M | $47.4M | $11.3M | 1 | 200 |
| May 2011 | $58.7M | $44.9M | $13.8M | 5 | -- |
| Feb 2009 | $39.6M | $34.9M | $4.7M | 5 | -- |
| Mar 2008 | $50.9M | $46.4M | $4.5M | 5 | -- |
| Feb 2007 | $40.7M | $39.6M | $1.1M | 5 | -- |
DateMar 2023
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees3
Clients8
DateMar 2023
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees3
Clients8
DateMay 2022
Total AUM$147.4M
Discretionary$147.4M
Non-Disc.$0
Employees3
Clients41
DateMar 2022
Total AUM$147.4M
Discretionary$147.4M
Non-Disc.$0
Employees3
Clients41
DateMay 2021
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients45
DateMay 2018
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees3
Clients47
DateApr 2012
Total AUM$58.7M
Discretionary$47.4M
Non-Disc.$11.3M
Employees1
Clients200
DateFeb 2012
Total AUM$58.7M
Discretionary$47.4M
Non-Disc.$11.3M
Employees1
Clients200
DateFeb 2012
Total AUM$58.7M
Discretionary$47.4M
Non-Disc.$11.3M
Employees1
Clients200
DateMay 2011
Total AUM$58.7M
Discretionary$44.9M
Non-Disc.$13.8M
Employees5
Clients--
DateFeb 2009
Total AUM$39.6M
Discretionary$34.9M
Non-Disc.$4.7M
Employees5
Clients--
DateMar 2008
Total AUM$50.9M
Discretionary$46.4M
Non-Disc.$4.5M
Employees5
Clients--
DateFeb 2007
Total AUM$40.7M
Discretionary$39.6M
Non-Disc.$1.1M
Employees5
Clients--