Lifecycle Financial Planners Inc.
● SEC registered since 2017CRD 290250SEC# 801-112138Bloomfield Hills, MI
Reg. AUM
$671.7M
Employees
9
Accounts
3,065
Location
Bloomfield Hills, MI
Lifecycle Financial Planners Inc. assets under management
Lifecycle Financial Planners Inc. operates as an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 2017. It reports $671.7 million in regulatory assets under management and employs 9 people.
Lifecycle Financial Planners Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Melissa Rose Scenga Control | Shareholder | 25-50% | 2017 |
| Pamela S. Landy Control | Shareholder | 50-75% | 2017 |
| Samuel Pak-Sum Chow Control | Chief Compliance Officer | Under 5% | 2017 |
Frequently asked questions
How much does Lifecycle Financial Planners Inc. manage?
Lifecycle Financial Planners Inc. reports $671.7 million in regulatory assets under management on its Form ADV.
How many employees does Lifecycle Financial Planners Inc. have?
Lifecycle Financial Planners Inc. reports 9 employees.
Where is Lifecycle Financial Planners Inc. located?
Lifecycle Financial Planners Inc. is based in Bloomfield Hills, MI and has been SEC-registered since 2017.
Does Lifecycle Financial Planners Inc. disclose fund performance?
Lifecycle Financial Planners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304 |
| Phone | 248-737-7090 |
| Fax | 248-737-8010 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$671.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$671.7Mregulatory AUM
Discretionary $475.2MNon-discretionary $196.5M