LIFE PLANNING ALLIANCE, LLC
CRD #297131 SEC #801-113434 PURCHASE, NY 877-780-0074
SEC Registered
Total AUM
$26M
Discretionary
$26M
Employees
5
Clients
1
Accounts
38
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $26M | $26M | $0 | 5 | 3 |
| Mar 2020 | $26M | $26M | $0 | 5 | 3 |
| May 2019 | $23.2M | $23.2M | $0 | 6 | 5 |
| Mar 2019 | $23.2M | $23.2M | $0 | 6 | 5 |
| Dec 2018 | $0 | $0 | $0 | 1 | 0 |
| Oct 2018 | $0 | $0 | $0 | 1 | 0 |
| May 2018 | $0 | $0 | $0 | 1 | 0 |
DateJun 2020
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients3
DateMar 2020
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients3
DateMay 2019
Total AUM$23.2M
Discretionary$23.2M
Non-Disc.$0
Employees6
Clients5
DateMar 2019
Total AUM$23.2M
Discretionary$23.2M
Non-Disc.$0
Employees6
Clients5
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0