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LIFECYCLE FINANCIAL PLANNERS INC.
CRD 290250 · SEC 801-112138
40950 WOODWARD AVENUE, SUITE 140, BLOOMFIELD HILLS, MI, 48304, United States
Phone
248-737-7090
Fax
248-737-8010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$671.7M
Discretionary AUM
$475.2M
Team
9 total employees; 9 advisory reps
Clients
101-250
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $347.9M |
| High net worth individuals | 52 | $314.6M |
| Charitable organizations | 2 | $9.3M |
States served
CA, LA, MI, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD