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Home > Retirement Planners > alabama > madison > LIFECOURSE CAPITAL, INC.
LIFECOURSE CAPITAL, INC.
8331 Madison Blvd.
Suite 100
Madison, Alabama 35758
Tel: 256-489-4400
About LIFECOURSE CAPITAL, INC.
LIFECOURSE CAPITAL, INC, formally registered with the SEC as LIFECOURSE CAPITAL, INC. The firm was established in 09/26/2022. They have over 1 offices throughout the country.
LIFECOURSE CAPITAL, INC. is a Madison, Alabama based Financial Planning firm with nearly $126,427,982 assets under management, offering retirement planning & investment advisory services to 1385 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128583 |
| SEC# | 801-126637 |
| Assets Managed by Firm | $126,427,982 |
| No. of Clients | 1385 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1385 | $126,427,982 |
| Individuals (other than high net worth individuals) | 504 | $93,317,740 |
| High net worth individuals | 35 | $31,122,319 |
| Other investment advisers | 4 | $1,970,975 |
| Corporations or other businesses | 1 | $16,948 |
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