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LIFE PLANNING ADVISORS LLC
CRD 151292 · SEC 801-126603
62 BAY HARBOR DRIVE, #2826, BIGFORK, MT, 59911, United States
Phone
760-918-0304
Fax
760-918-0404
Registration
— (—)
Source
State registered
Total AUM
$169.2M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; % OF PLAN ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 924 | $90.1M |
| High net worth individuals | 51 | $77.4M |
| Pension/profit sharing plans | 2 | $626K |
| Corporations/business entities | 2 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD