LIFEPLAN INVESTMENT ADVISORS, INC
Legal name: LIFEPLAN GROUP
CRD #144157 SEC #801-122570 RALEIGH, NC 919-858-6119
SEC Registered
Total AUM
$238.6M
Discretionary
$238.6M
Employees
7
Clients
251
Accounts
913
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $238.6M | $238.6M | $0 | 7 | 0 |
| Mar 2024 | $184M | $184M | $0 | 8 | 0 |
| Mar 2023 | $132.8M | $132.8M | $0 | 7 | 2 |
| Oct 2022 | $135.5M | $135.5M | $0 | 5 | 0 |
| Feb 2022 | $135.5M | $135.5M | $0 | 5 | 0 |
| Dec 2021 | $126.2M | $126.2M | $0 | 5 | 0 |
| Oct 2021 | $126.2M | $126.2M | $0 | 5 | 0 |
| Sep 2021 | $126.2M | $126.2M | $0 | 5 | 0 |
DateMar 2025
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees7
Clients2
DateOct 2022
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees5
Clients0