Lifecycle Financial Planners Inc.
Lifecycle Financial Planners Inc. is an SEC-registered wealth manager in Bloomfield Hills, MI with $671.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Lifecycle Financial Planners Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290250, SEC 801-112138, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $671.7M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Bloomfield Hills, MI
- Employees
- 9
- Clients
- 171
- CRD
- 290250
- Ownership
- SCENGA, MELISSA, ROSE; Chow, Samuel, Pak-Sum; LANDY, PAMELA, S.
How much AUM does Lifecycle Financial Planners Inc. have?
Lifecycle Financial Planners Inc. reported $671.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Lifecycle Financial Planners Inc.?
Disclosed owners and executives of Lifecycle Financial Planners Inc. include SCENGA, MELISSA, ROSE, Chow, Samuel, Pak-Sum, LANDY, PAMELA, S.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.