LIFEPOINT PLANNING
  • LIFEPOINT PLANNING
  • LIFEPOINT PLANNING, PLLC

Adviser Profile

As of Date 02/09/2025
Registration status Registration Changed to LIFEPOINT PLANNING, PLLC
ADV Location BLOOMFIELD HILLS, MI, United States
Contact Info 844 xxxxxxx
Websites
AUM* 105,020,773 69%
of that, discretionary 105,020,773 69%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 375,074 24%
% High Net Worth 42.11% 6%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees