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 $232,066,947 assets under management, offering retirement planning & investment advisory services to 551 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 129338 |
SEC# | 801-107568 |
Assets Managed by Firm | $232,066,947 |
No. of Clients | 551 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 551 | $232,066,947 |
Individuals (other than high net worth individuals) | 18 | $9,137,439 |
High net worth individuals | 77 | $221,961,148 |
Pension and profit sharing plans | 2 | $526,431 |
Corporations or other businesses | 1 | $441,929 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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