LIFE PLANNING ADVISORS LLC of BIGFORK, MT is an SEC-registered investment adviser (CRD 151292). Regulatory assets under management: $169.2M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Jeffrey Bruce Goldman | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| GOLDMAN JEFFREY BRUCE | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| TESSLER TODD ALLYN | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BIGFORK | MT | 2 | (858) 344-7677 |
| BIGFORK | MT | 2 | (858) 344-7677 |
| — | — | 1 | 760-918-0304 |
| — | — | 1 | 310-406-5719 |
| — | — | 1 | 760-918-0304 |
| — | — | 1 | 310-406-5719 |