LIFEPOINT PLANNING, PLLC
Doing business as LIFEPOINT PLANNING. SEC Form ADV profile.
Total regulatory AUM
$168,461,233
Discretionary
$158,820,230
Non-discretionary
$9,641,003
Firm details
- CRD number
- 296911
- SEC file number
- 801-131948
- Main office
- SCHAUMBURG, IL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.