# LIFE PLANNING ALLIANCE, LLC

LIFE PLANNING ALLIANCE, LLC of PURCHASE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 297131
- Type: SEC-registered investment adviser
- SEC file number: 801-113434
- Location: 2500 WESTCHESTER AVENUE, SUITE 210, PURCHASE, NY, 10577
- Phone: 877-780-0074
- Latest filing: 2020-06-19
- Regulatory AUM: $26.0M
- Discretionary AUM: $26.0M
- Clients: 5
- Accounts: 38

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| DESTEFANO ANTHONY JOHN | MANAGER | — |
| BRILL MITCHELL SCOTT | MANAGER | — |
| SYPHER ROBERT JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| GRASSI LOUIS C | MANAGER; SHAREHOLDER | — |
| EAGAR RONALD JOHN | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297131/similar
- Related entities: https://search.stillhousedata.com/firm/297131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297131

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.