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Home > Retirement Planners > michigan > grand rapids > LIFEWORKS ADVISORS, LLC
LIFEWORKS ADVISORS, LLC
4095 Park East Ct.
Ste. C
Grand Rapids, Michigan 49546
Tel: (616) 200-6512
About LIFEWORKS ADVISORS, LLC
LIFEWORKS ADVISORS, LLC, formally registered with the SEC as LIFEWORKS ADVISORS, LLC. The firm was established in 10/14/2020. They have over 30 offices throughout the country.
LIFEWORKS ADVISORS, LLC is a Grand Rapids, Michigan based Financial Planning firm with nearly $742,298,024 assets under management, offering retirement planning & investment advisory services to 3785 clients. The firm is staffed with 40 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288255 |
| SEC# | 801-119648 |
| Assets Managed by Firm | $742,298,024 |
| No. of Clients | 3785 |
| No. of Advisors | 40 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3785 | $742,298,024 |
| Individuals (other than high net worth individuals) | 1194 | $272,794,025 |
| High net worth individuals | 250 | $410,709,895 |
| Pension and profit sharing plans | 26 | $53,324,213 |
| Charitable organizations | Fewer than 5 clients | $2,091,734 |
| Corporations or other businesses | 9 | $3,378,157 |
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