62 Bay Harbor Drive
#2826
Bigfork, Montana 59911
Tel: 760-918-0304
LIFE PLANNING ADVISORS LLC, formally registered with the SEC as LIFE PLANNING ADVISORS LLC. The firm was established in 09/22/2022. They have over 4 offices throughout the country.
LIFE PLANNING ADVISORS LLC is a Bigfork, Montana based Financial Planning firm with nearly $133,305,157 assets under management, offering retirement planning & investment advisory services to 724 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151292 |
SEC# | 801-126603 |
Assets Managed by Firm | $133,305,157 |
No. of Clients | 724 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 724 | $133,305,157 |
Individuals (other than high net worth individuals) | 446 | $93,617,033 |
High net worth individuals | 37 | $38,239,872 |
Pension and profit sharing plans | 1 | $425,000 |
Corporations or other businesses | 2 | $1,023,252 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$36,175,333,459 | 86818 | 650 | |
$5,065,457,259 | 2813 | 30 | |
$4,812,943,447 | 4203 | 31 | |
$1,797,664,736 | 1529 | 16 | |
$1,509,082,717 | 22 | 8 |
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