LifePlan Financial is an investment advisor in Miamisburg with $367.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311395239
SEC advisor number
801-122570
FINRA CRD number
144157
AUM ?
$132.78 mm
(as of 20 Mar 23)
Accounts
715
(as of 20 Mar 23)
Employees
7
(3 investment advisory or research)
Address
LifePlan Financial
10050 INNOVATION DRIVE, SUITE 140
DAYTON
OH 45342
10050 INNOVATION DRIVE, SUITE 140
DAYTON
OH 45342
Phone
937-449-0345
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Oct 20
13F-HR
Quarterly holdings report by institutional manager
30 Jul 20
13F-HR
Quarterly holdings report by institutional manager
6 Apr 20
13F-HR
Quarterly holdings report by institutional manager
9 Jan 20
13F-HR
Quarterly holdings report by institutional manager
15 Oct 19
13F-HR
Quarterly holdings report by institutional manager
15 Jul 19
13F-HR
Quarterly holdings report by institutional manager
8 Apr 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Jan 19
13F-HR
Quarterly holdings report by institutional manager
10 Jan 19
13F-HR
Quarterly holdings report by institutional manager
9 Oct 18