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LIFE PLANNING ADVISORS LLC
Tel: 760-918-0304
62 Bay Harbor Drive #2826
Bigfork, Montana 59911
LIFE PLANNING ADVISORS LLC
LIFE PLANNING ADVISORS LLC is a Bigfork, Montana based financial advisory firm with nearly $133,305,157 in assets under management and provides investment advisory services for 724 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Fixed fees, Other (% OF PLAN ASSETS UNDER ADVISEMEN
Firm CRD#:
151292
SEC#:
801-126603
No. of Clients:
724
Assets under Management
$133,305,157
No. of Advisors:
4
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