LIFETIME PLANNING, INC.
LIFETIME PLANNING, INC. of CAMARILLO, CA is an SEC-registered investment adviser (CRD 111784).
Registration
CRD:
111784
SEC file number:
801-68952
Type:
Registered investment adviser
Location:
1200 PASEO CAMARILLO, SUITE 190, CAMARILLO, CA, 93010-6050
Phone:
805-987-8938
Latest filing:
2011-06-24
Clients:
6
Officers, owners & control persons (2)
Name
Role
Location
SMITH MATTHEW MICHAEL
PRESIDENT, CHIEF COMPLIANCE OFFICER
—
SMITH ERIC SHANNON
SECRETARY/TREASURER
—
More on this firm
Form ADV Part 2 brochure
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CRD 111784 on SEC IAPD
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