320 Life Financial Planning

320 LIFE FINANCIAL PLANNING is an SEC-registered investment adviser in HOLLAND, MI. It has 1 employee and 1 investment adviser. The firm is based in HOLLAND,...

320 Life Financial Planning

320 LIFE FINANCIAL PLANNING is an SEC-registered investment adviser in HOLLAND, MI. It has 1 employee and 1 investment adviser. The firm is based in HOLLAND, MI.

General information

Firm type

Multi Family Office

Who runs investment decisions at 320 Life Financial Planning?

Specific principals or investment committee members are not publicly named. The firm operates as an RIA, so investment decisions are likely made by a team of advisors under compliance supervision.

Is 320 Life Financial Planning structured as a single family office or multi-family office?

The firm's name and positioning suggest it operates as a multi-family office, serving multiple unrelated families through financial planning and investment management services.

Does the firm participate in fund commitments or only direct deals?

Public information does not disclose whether 320 Life Financial Planning makes fund commitments or direct investments. As an RIA serving families, it may recommend third-party funds or implement client-directed strategies.

What investment stages does the firm typically target?

The firm's investment focus is not publicly detailed. Given its financial planning orientation, it likely targets a mix of growth and income assets across public markets, but no specific stage preferences are known.

Where does the underlying wealth come from?

Client wealth sources are not publicly disclosed. The firm serves families with significant assets, but origin tied to specific industries or entrepreneurship is not documented.

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