LIFE PLANNING AGENCY, INC

LIFE PLANNING AGENCY, INC is an SEC-registered investment adviser (CRD 119967). Regulatory assets under management: $4.1M.

Registration

• CRD: 119967
• Type: Registered investment adviser
• Phone: 631-243-0030
• Latest filing: 2026-02-25
• Regulatory AUM: $4.1M
• Discretionary AUM: $4.1M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search