LIFECYCLE FINANCIAL PLANNERS INC.
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 290250
- Registered since
- December 12, 2017
- Website
- mylifecycleplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- Individuals51.79%
- HNWI46.83%
- Charitable Organizations1.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lifecycle Financial Planners Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2017. The firm focuses on fee-based financial planning and portfolio management for individuals, families and small businesses, charging fixed fees rather than asset-based percentages. It serves both individual/family and institutional clients, does not identify as an ESG investor, and is not structured as a capital allocator or multi-state advisory network. Industry affiliations include relationships with another investment adviser and a law firm.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds38%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents17%
- Exchange Traded Equities14%
- State & Local Bonds1%
Contacts
3 of 5PAMELA LANDY
PresidentCRD 5837816
Samuel Chow
CCOCRD 6880516
JENNIFER KULEK
Senior Client Service AdvocateCRD 5015917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
OAKLAND
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 40950 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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