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

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