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Home > Retirement Planners > montana > bigfork > LIFE PLANNING ADVISORS LLC
LIFE PLANNING ADVISORS LLC
62 Bay Harbor Drive
#2826
Bigfork, Montana 59911
Tel: 760-918-0304
About LIFE PLANNING ADVISORS LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (% OF PLAN ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| 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 |
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|---|---|---|---|
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