LIFEPLAN INVESTMENT ADVISORS, INC
Doing business as LIFEPLAN GROUP. SEC Form ADV profile.
Total regulatory AUM
$325,994,818
Discretionary
$325,994,818
Non-discretionary
$0
Firm details
- CRD number
- 144157
- SEC file number
- 801-122570
- Main office
- RALEIGH, NC, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTP://WWW.LIFEPLANGROUP.COM
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.