# LifeCycle Financial Planners Inc.

LifeCycle Financial Planners Inc. is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://lifecyclefinancialplanners.com

## Regulatory record

- **CRD number:** 290250
- **SEC file number:** 801-112138
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290250

## About

LIFECYCLE FINANCIAL PLANNERS INC. is an SEC-registered investment adviser in BLOOMFIELD HILLS, MI, registered since 2017. The firm manages $672 million in assets, with $475 million on a discretionary basis. It has 9 employees and 9 investment advisers.

## Questions

### Who runs investment decisions at LifeCycle Financial Planners Inc.?

The CEO or CIO of LifeCycle Financial Planners Inc. is not identified in public records or firm materials. The firm's leadership remains undisclosed.

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Last updated: 2026-07-06T01:24:20.262Z

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