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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 19, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRILL, MITCHELL, SCOTT | I | MANAGER | NA | Control |
| BRILL, MITCHELL, SCOTT | I | MANAGER | NA | Control |
| BRILL, MITCHELL, SCOTT | I | MANAGER | NA | Control |
| BRILL, MITCHELL, SCOTT | I | MANAGER | NA | Control |
| BRILL, MITCHELL, SCOTT | I | MANAGER | NA | Control |
| BRILL, MITCHELL, SCOTT | I | MANAGER | NA | Control |
| BRILL, MITCHELL, SCOTT | I | MANAGER | NA | Control |
| DESTEFANO, ANTHONY, JOHN | I | MANAGER | NA | Control |
| DESTEFANO, ANTHONY, JOHN | I | MANAGER | NA | Control |
| DESTEFANO, ANTHONY, JOHN | I | MANAGER | NA | Control |
| DESTEFANO, ANTHONY, JOHN | I | MANAGER | NA | Control |
| DESTEFANO, ANTHONY, JOHN | I | MANAGER | NA | Control |
| DESTEFANO, ANTHONY, JOHN | I | MANAGER | NA | Control |
| DESTEFANO, ANTHONY, JOHN | I | MANAGER | NA | Control |
| EAGAR, RONALD, JOHN | I | MANAGER | NA | Control |
| EAGAR, RONALD, JOHN | I | MANAGER | NA | Control |
| EAGAR, RONALD, JOHN | I | MANAGER | NA | Control |
| EAGAR, RONALD, JOHN | I | MANAGER | NA | Control |
| EAGAR, RONALD, JOHN | I | MANAGER | NA | Control |
| EAGAR, RONALD, JOHN | I | MANAGER | NA | Control |
| EAGAR, RONALD, JOHN | I | MANAGER | NA | Control |
| GRASSI, LOUIS, C | I | MANAGER | NA | Control |
| GRASSI, LOUIS, C | I | MANAGER | NA | Control |
| GRASSI, LOUIS, C | I | MANAGER | NA | Control |
| GRASSI, LOUIS, C | I | MANAGER | NA | Control |
| GRASSI, LOUIS, C | I | MANAGER | NA | Control |
| GRASSI, LOUIS, C | I | MANAGER | NA | Control |
| GRASSI, LOUIS, C | I | MANAGER | NA | Control |
| SYPHER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYPHER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYPHER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYPHER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYPHER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYPHER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYPHER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALTIUM WEALTH MANAGEMENT LLC | DE | MEMBER | D | Control |
| ALTIUM WEALTH MANAGEMENT LLC | DE | MEMBER | D | Control |
| ALTIUM WEALTH MANAGEMENT LLC | DE | MEMBER | D | Control |
| ALTIUM WEALTH MANAGEMENT LLC | DE | MEMBER | D | Control |
| ALTIUM WEALTH MANAGEMENT LLC | DE | MEMBER | D | Control |
| ALTIUM WEALTH MANAGEMENT LLC | DE | MEMBER | D | Control |
| ALTIUM WEALTH MANAGEMENT LLC | DE | MEMBER | D | Control |
| WEALTH SOLUTIONS, LLC | DE | MEMBER | D | Control |
| WEALTH SOLUTIONS, LLC | DE | MEMBER | D | Control |
| WEALTH SOLUTIONS, LLC | DE | MEMBER | D | Control |
| WEALTH SOLUTIONS, LLC | DE | MEMBER | D | Control |
| WEALTH SOLUTIONS, LLC | DE | MEMBER | D | Control |
| WEALTH SOLUTIONS, LLC | DE | MEMBER | D | Control |
| WEALTH SOLUTIONS, LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GRASSI GROUP, INC. | DE | WEALTH SOLUTIONS, LLC | E | Control |
| GRASSI GROUP, INC. | DE | WEALTH SOLUTIONS, LLC | E | Control |
| GRASSI GROUP, INC. | DE | WEALTH SOLUTIONS, LLC | E | Control |
| GRASSI GROUP, INC. | DE | WEALTH SOLUTIONS, LLC | E | Control |
| GRASSI GROUP, INC. | DE | WEALTH SOLUTIONS, LLC | E | Control |
| GRASSI GROUP, INC. | DE | WEALTH SOLUTIONS, LLC | E | Control |
| GRASSI GROUP, INC. | DE | WEALTH SOLUTIONS, LLC | E | Control |
| GRASSI, LOUIS, C | I | GRASSI GROUP, INC. | E | Control |
| GRASSI, LOUIS, C | I | GRASSI GROUP, INC. | E | Control |
| GRASSI, LOUIS, C | I | GRASSI GROUP, INC. | E | Control |
| GRASSI, LOUIS, C | I | GRASSI GROUP, INC. | E | Control |
| GRASSI, LOUIS, C | I | GRASSI GROUP, INC. | E | Control |
| GRASSI, LOUIS, C | I | GRASSI GROUP, INC. | E | Control |
| GRASSI, LOUIS, C | I | GRASSI GROUP, INC. | E | Control |
Registrations
Federal
IA
Jun 19, 2020 REGISTERED
Notice Filings (2)
NY TX
Address
2500 WESTCHESTER AVENUESUITE 210
PURCHASE, NY 10577
United States
Phone: 877-780-0074