AFFORDABLE LIFE PLANS, LLC
CRD #164009 SEC #801-78039 CARROLLTON, TX 972-428-0817
SEC Registered Disclosures
Total AUM
$676.5K
Discretionary
$0
Employees
16
Clients
51
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2016 | $799.3K | $0 | $799.3K | 16 | 26 |
| Aug 2016 | $676.5K | $0 | $676.5K | 16 | 26 |
| Aug 2016 | $676.5K | $0 | $676.5K | 16 | 26 |
| Jun 2016 | $676.5K | $0 | $676.5K | 16 | 26 |
| May 2016 | $676.5K | $0 | $676.5K | 19 | 26 |
| Apr 2016 | $676.5K | $0 | $676.5K | 19 | 26 |
| Mar 2016 | $676.5K | $0 | $676.5K | 19 | 26 |
| Mar 2016 | $641.5K | $0 | $641.5K | 19 | 26 |
| Feb 2016 | $597.8K | $0 | $597.8K | 19 | 26 |
| Dec 2015 | $1.1M | $0 | $1.1M | 19 | 26 |
| Nov 2015 | $1.1M | $0 | $1.1M | 19 | 26 |
| Nov 2015 | $1.1M | $0 | $1.1M | 19 | 26 |
| Oct 2015 | $1.1M | $0 | $1.1M | 19 | 26 |
| Oct 2015 | $1.1M | $0 | $1.1M | 19 | 26 |
| Sep 2015 | $1.1M | $0 | $1.1M | 19 | 26 |
| May 2015 | $4K | $4K | $0 | 5 | 7,000 |
| Feb 2015 | $4K | $4K | $0 | 5 | 7,000 |
| Jan 2015 | $4K | $4K | $0 | 5 | 7,000 |
| Oct 2014 | $4K | $4K | $0 | 5 | 7,000 |
| Oct 2014 | $4K | $4K | $0 | 5 | 7,000 |
| Oct 2014 | $4K | $4K | $0 | 5 | 7,000 |
| Sep 2014 | $4K | $4K | $0 | 5 | 7,000 |
| Aug 2014 | $1M | $1M | $0 | 4 | 1 |
| Aug 2014 | $1M | $1M | $0 | 4 | 155 |
| Jul 2014 | $1M | $1M | $0 | 4 | 155 |
| Jun 2014 | $1M | $1M | $0 | 3 | 155 |
| Mar 2014 | $1M | $1M | $0 | 3 | 155 |
DateNov 2016
Total AUM$799.3K
Discretionary$0
Non-Disc.$799.3K
Employees16
Clients26
DateAug 2016
Total AUM$676.5K
Discretionary$0
Non-Disc.$676.5K
Employees16
Clients26
DateAug 2016
Total AUM$676.5K
Discretionary$0
Non-Disc.$676.5K
Employees16
Clients26
DateJun 2016
Total AUM$676.5K
Discretionary$0
Non-Disc.$676.5K
Employees16
Clients26
DateMay 2016
Total AUM$676.5K
Discretionary$0
Non-Disc.$676.5K
Employees19
Clients26
DateApr 2016
Total AUM$676.5K
Discretionary$0
Non-Disc.$676.5K
Employees19
Clients26
DateMar 2016
Total AUM$676.5K
Discretionary$0
Non-Disc.$676.5K
Employees19
Clients26
DateMar 2016
Total AUM$641.5K
Discretionary$0
Non-Disc.$641.5K
Employees19
Clients26
DateFeb 2016
Total AUM$597.8K
Discretionary$0
Non-Disc.$597.8K
Employees19
Clients26
DateDec 2015
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees19
Clients26
DateNov 2015
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees19
Clients26
DateNov 2015
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees19
Clients26
DateOct 2015
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees19
Clients26
DateOct 2015
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees19
Clients26
DateSep 2015
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees19
Clients26
DateMay 2015
Total AUM$4K
Discretionary$4K
Non-Disc.$0
Employees5
Clients7,000
DateFeb 2015
Total AUM$4K
Discretionary$4K
Non-Disc.$0
Employees5
Clients7,000
DateJan 2015
Total AUM$4K
Discretionary$4K
Non-Disc.$0
Employees5
Clients7,000
DateOct 2014
Total AUM$4K
Discretionary$4K
Non-Disc.$0
Employees5
Clients7,000
DateOct 2014
Total AUM$4K
Discretionary$4K
Non-Disc.$0
Employees5
Clients7,000
DateOct 2014
Total AUM$4K
Discretionary$4K
Non-Disc.$0
Employees5
Clients7,000
DateSep 2014
Total AUM$4K
Discretionary$4K
Non-Disc.$0
Employees5
Clients7,000
DateAug 2014
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees4
Clients1
DateAug 2014
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees4
Clients155
DateJul 2014
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees4
Clients155
DateJun 2014
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees3
Clients155
DateMar 2014
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees3
Clients155