LIFESTYLE PLANNING SOLUTIONS, LLC

LIFESTYLE PLANNING SOLUTIONS, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 164456). Regulatory assets under management: $6.1M.

Registration

• CRD: 164456
• SEC file number: 801-114500
• Type: Registered investment adviser
• Location: 2400 LAKEVIEW PARKWAY, SUITE 550, ALPHARETTA, GA, 30009
• Phone: 678-867-7050
• Latest filing: 2019-03-29
• Regulatory AUM: $6.1M
• Discretionary AUM: $6.1M
• Clients: 13
• Accounts: 94

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 164456 on SEC IAPD (source of record)
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