| Name | Title | Ownership | Since |
|---|---|---|---|
| Melissa Rose Scenga Control | Shareholder | 25-50% | 2017 |
| Pamela S. Landy Control | Shareholder | 50-75% | 2017 |
| Samuel Pak-Sum Chow Control | Chief Compliance Officer | Under 5% | 2017 |
Lifecycle Financial Planners Inc. reports $626.4 million in regulatory assets under management on its Form ADV.
Lifecycle Financial Planners Inc. reports 9 employees.
Lifecycle Financial Planners Inc. is based in Bloomfield Hills, MI and has been SEC-registered since 2017.
Lifecycle Financial Planners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304 |
| Phone | 248-737-7090 |
| Fax | 248-737-8010 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $449.1M |
| Non-discretionary | $177.3M |
| Total (RAUM) | $626.4M |