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LIFECYCLE FINANCIAL PLANNERS INC.
LIFECYCLE FINANCIAL PLANNERS INC.
BLOOMFIELD HILLS, Michigan
·
3 registered advisors
·
CRD# 290250
SEC# 801-112138
0
248-737-7090
01
Firm Overview
AUM
$612M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LIFECYCLE FINANCIAL PLANNERS INC.
3 registered advisors
Melissa Rose Scenga
BLOOMFIELD HILLS, Michigan
CRD# 6459433
Pamela S. Landy
BLOOMFIELD HILLS, Michigan
CRD# 5837816
Samuel Pak-Sum Chow
BLOOMFIELD HILLS, Michigan
CRD# 6880516
05
Office Locations
BLOOMFIELD HILLS, Michigan
3 advisors
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Data sourced from SEC Form ADV filings. LIFECYCLE FINANCIAL PLANNERS INC. (CRD# 290250) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.