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Life Planning Partners, Inc.
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Jacksonville, Florida
$216.9 million AUM
1 office

Life Planning Partners, Inc. is based in Jacksonville, Florida and has $216.9 million in assets under management.

Location
6550 Street Augustine Road
Suite 302
Jacksonville, FL 32217
$216.9 million
AUM
4
Employees
AUM Share
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$216,894,622
Assets under management
617 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 21 $8,650,602 4% $411,933
High net worth individuals 79 $207,636,480 96% $2,628,310
Pension and profit sharing plans 4 $607,540 0% $151,885
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$216,894,622
Assets under management
$54,223,656
AUM per employee
$72,298,207
AUM per investment analyst
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Compensation

Life Planning Partners, Inc. makes money through the following ways:

  • Hourly fees
  • Fixed fees
Services offered

Life Planning Partners, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 129,338
SEC number 801-107568
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date May 13, 2020

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