SEC Form ADV

LIFEPLAN GROUP

Registered Investment AdviserNC
$326.0M
Assets Under Management
1,083
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-144157
Location
RALEIGH, NC
Filing Date
March 30, 2026
AUM
$326.0M
Total Clients
1,083
Amendment
No

About this Adviser

LIFEPLAN GROUP is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $326.0M in assets across 1,083 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.