LIFECYCLE FINANCIAL PLANNERS INC.
CRD #290250 SEC #801-112138 BLOOMFIELD HILLS, MI 248-737-7090
SEC Registered
Total AUM
$626.4M
Discretionary
$449.1M
Employees
9
Clients
101
Accounts
3,811
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $626.4M | $449.1M | $177.3M | 9 | 12 |
| Mar 2024 | $612M | $428.5M | $183.6M | 9 | 8 |
| Dec 2023 | $535.7M | $384.7M | $151M | 9 | 28 |
| Mar 2023 | $535.7M | $384.7M | $151M | 10 | 28 |
| Mar 2022 | $590.8M | $436.6M | $154.2M | 10 | 27 |
| Mar 2021 | $521.1M | $391.1M | $130M | 10 | 0 |
| Aug 2020 | $432.4M | $355.4M | $77M | 10 | 0 |
| Jul 2020 | $432.4M | $355.4M | $77M | 10 | 0 |
| Jun 2020 | $432.4M | $355.4M | $77M | 11 | 0 |
| Mar 2020 | $432.4M | $355.4M | $77M | 11 | 0 |
| Jun 2019 | $358.7M | $286.5M | $72.2M | 11 | 0 |
| Mar 2019 | $358.7M | $286.5M | $72.2M | 10 | 0 |
| Mar 2019 | $358.7M | $286.5M | $72.2M | 10 | 0 |
| Dec 2018 | $360.2M | $288M | $72.2M | 10 | 0 |
| Nov 2018 | $360.2M | $288M | $72.2M | 5 | 0 |
| Apr 2018 | $360.2M | $288M | $72.2M | 5 | 0 |
| Apr 2018 | $360.2M | $288M | $72.2M | 4 | 0 |
| Apr 2018 | $360.2M | $288M | $72.2M | 4 | 0 |
| Apr 2018 | $360.2M | $288M | $72.2M | 4 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
| Nov 2017 | $0 | $0 | $0 | 2 | 0 |
| Nov 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$626.4M
Discretionary$449.1M
Non-Disc.$177.3M
Employees9
Clients12
DateMar 2024
Total AUM$612M
Discretionary$428.5M
Non-Disc.$183.6M
Employees9
Clients8
DateDec 2023
Total AUM$535.7M
Discretionary$384.7M
Non-Disc.$151M
Employees9
Clients28
DateMar 2023
Total AUM$535.7M
Discretionary$384.7M
Non-Disc.$151M
Employees10
Clients28
DateMar 2022
Total AUM$590.8M
Discretionary$436.6M
Non-Disc.$154.2M
Employees10
Clients27
DateMar 2021
Total AUM$521.1M
Discretionary$391.1M
Non-Disc.$130M
Employees10
Clients0
DateAug 2020
Total AUM$432.4M
Discretionary$355.4M
Non-Disc.$77M
Employees10
Clients0
DateJul 2020
Total AUM$432.4M
Discretionary$355.4M
Non-Disc.$77M
Employees10
Clients0
DateJun 2020
Total AUM$432.4M
Discretionary$355.4M
Non-Disc.$77M
Employees11
Clients0
DateMar 2020
Total AUM$432.4M
Discretionary$355.4M
Non-Disc.$77M
Employees11
Clients0
DateJun 2019
Total AUM$358.7M
Discretionary$286.5M
Non-Disc.$72.2M
Employees11
Clients0
DateMar 2019
Total AUM$358.7M
Discretionary$286.5M
Non-Disc.$72.2M
Employees10
Clients0
DateMar 2019
Total AUM$358.7M
Discretionary$286.5M
Non-Disc.$72.2M
Employees10
Clients0
DateDec 2018
Total AUM$360.2M
Discretionary$288M
Non-Disc.$72.2M
Employees10
Clients0
DateNov 2018
Total AUM$360.2M
Discretionary$288M
Non-Disc.$72.2M
Employees5
Clients0
DateApr 2018
Total AUM$360.2M
Discretionary$288M
Non-Disc.$72.2M
Employees5
Clients0
DateApr 2018
Total AUM$360.2M
Discretionary$288M
Non-Disc.$72.2M
Employees4
Clients0
DateApr 2018
Total AUM$360.2M
Discretionary$288M
Non-Disc.$72.2M
Employees4
Clients0
DateApr 2018
Total AUM$360.2M
Discretionary$288M
Non-Disc.$72.2M
Employees4
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0