BLOOMFIELD HILLS, MICRD 290250Latest ADV March 23, 2026
Lifecycle Financial Planners Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 23, 2026, reports $672M in regulatory assets under management, 9 employees, and 3,065 accounts.
Assets Under Management
$672M
Employees
9
Offices
--
Total Clients
171
Primary office
BLOOMFIELD HILLS, MI
40950 WOODWARD AVENUE, SUITE 140, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
117
2
HNWI
30.4%
52
3
Charitable
1.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$672Mas of March 23, 2026
Discretionary70.7%
$475M
71% of total RAUM70.7%
Non-discretionary29.3%
$197M
29% of total RAUM29.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$672M
Total Accounts3,065
10Y AUM Change+$672M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee19:1
10Y Employee Change+7 (+350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.