| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Paul Sutherland Control | Owner And Chief Compliance Officer | Over 75% | 2017 |
| Kenneth Allan Sutherland Control | Owner And Secretary | 5-10% | 2007 |
Lifeplan Investment Advisors, Inc reports $238.6 million in regulatory assets under management on its Form ADV.
Lifeplan Investment Advisors, Inc reports 7 employees.
Lifeplan Investment Advisors, Inc is based in Raleigh, NC and has been SEC-registered since 2021.
Lifeplan Investment Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7201 Creedmoor Rd., Suite 147, Raleigh, NC 27613 |
| Phone | 919-858-6119 |
| Fax | 919-729-5006 |
| Office hours | 4-Sep |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $238.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $238.6M |