← Back to searchVisit website
LIFETIME CAPITAL PLANNING GROUP LLC
CRD 292120
700 PARKER SQUARE ROAD, SUITE 190, FLOWER MOUND, TX, 75028, United States
Phone
972-410-2047
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$85.0M
Discretionary AUM
$80.4M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $17.8M |
| High net worth individuals | 35 | $67.1M |
All web addresses on file
Official SEC filing: View on IAPD