LIFECYCLE FINANCIAL PLANNERS INC.

40950 Woodward Avenue
Suite 140
Bloomfield Hills, Michigan 48304
Tel: 248-737-7090

About LIFECYCLE FINANCIAL PLANNERS INC.

LIFECYCLE FINANCIAL PLANNERS INC, formally registered with the SEC as LIFECYCLE FINANCIAL PLANNERS INC. The firm was established in 12/12/2017. They have over 1 offices throughout the country.

LIFECYCLE FINANCIAL PLANNERS INC. is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $612,045,628 assets under management, offering retirement planning & investment advisory services to 3892 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290250
SEC#	801-112138
Assets Managed by Firm	$612,045,628
No. of Clients	3892
No. of Advisors	9

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PREPARATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3892	$612,045,628
Individuals (other than high net worth individuals)	80	$389,552,546
High net worth individuals	90	$220,975,563
Charitable organizations	2	$1,517,519

More Retirement Planning firms in Bloomfield Hills, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

Explore More Retirement Advisors in Bloomfield Hills, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.