| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Michael Lozowski Control | Chief Compliance Officer | Under 5% | 2024 |
| Carolyn Sue McClanahan Control | President | Over 75% | 2003 |
Life Planning Partners, Inc. reports $312 million in regulatory assets under management on its Form ADV.
Life Planning Partners, Inc. reports 7 employees.
Life Planning Partners, Inc. is based in Jacksonville, FL and has been SEC-registered since 2016.
Life Planning Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6550 St. Augustine Road, Suite 302, Jacksonville, FL 32217-2847 |
| Phone | 904-448-5158 |
| Fax | 866-807-6894 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $311.1M |
| Non-discretionary | $822K |
| Total (RAUM) | $312M |