LIFECYCLE FINANCIAL PLANNERS INC.
SEC Form ADV profile.
Total regulatory AUM
$671,730,432
Discretionary
$475,204,838
Non-discretionary
$196,525,594
Firm details
- CRD number
- 290250
- SEC file number
- 801-112138
- Main office
- BLOOMFIELD HILLS, MI, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Fixed fees
As of October 2026.