LIFECYCLE FINANCIAL PLANNERS INC.
Adviser information for LIFECYCLE FINANCIAL PLANNERS INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,857 | $428.5M |
| Non-Discretionary | 2,035 | $183.6M |
| Total | 3,892 | $612.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 80 | $389.6M |
| HNW Individuals | 90 | $221.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 8 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesTAX PREPARATION SERVICES |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-112138 |
|---|---|
| SEC ERA File Number | 801-112138 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290250 |
| Legal Entity Identifier | None |
Principal Office
40950 WOODWARD AVENUESUITE 140
BLOOMFIELD HILLS
MI
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 248-737-7090, Fax: 248-737-8010
Websites
Chief Compliance Officer
SAMUEL PAK-SUM CHOW
CHIEF COMPLIANCE OFFICER
40950 WOODWARD AVENUE
SUITE 140
BLOOMFIELD HILLS
MI
United States
Tel:
248-737-7090
Fax:
248-737-8010
S*****@**********************M
(Full email address available in API data)
Regulatory Contact
MELISSA ROSE SCENGA
SHARE HOLDER
40950 WOODWARD AVENUE
SUITE 140
BLOOMFIELD HILLS
MI
United States
Tel:
248-737-7090
Fax:
248-737-8010
M******@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCENGA, MELISSA, ROSE | Individual | – | SHAREHOLDER | 09/2017 | 25-50% |
| Chow, Samuel, Pak-Sum | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2017 | < 5% |
| LANDY, PAMELA, S. | Individual | – | SHAREHOLDER | 09/2017 | 50-75% |