LIFESTYLE PLANNING SOLUTIONS, LLC
CRD #164456 SEC #801-114500 ALPHARETTA, GA 678-867-7050
SEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
Employees
13
Clients
1
Accounts
94
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $6.1M | $6.1M | $0 | 13 | 1 |
| Dec 2018 | $0 | $0 | $0 | 13 | 102 |
| Nov 2018 | $0 | $0 | $0 | 10 | 102 |
DateMar 2019
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees13
Clients1
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients102
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients102