6550 St. Augustine Road
Suite 302
Jacksonville, Florida 32217-2847
Tel: 904-448-5158
LIFE PLANNING PARTNERS, INC, formally registered with the SEC as LIFE PLANNING PARTNERS, INC. The firm was established in 04/11/2016. They have over 1 offices throughout the country.
LIFE PLANNING PARTNERS, INC. is a Jacksonville, Florida based Financial Planning firm with nearly $311,965,766 assets under management, offering retirement planning & investment advisory services to 599 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 129338 |
SEC# | 801-107568 |
Assets Managed by Firm | $311,965,766 |
No. of Clients | 599 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 599 | $311,965,766 |
Individuals (other than high net worth individuals) | 34 | $17,430,583 |
High net worth individuals | 81 | $294,055,928 |
Corporations or other businesses | 1 | $479,255 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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