Key facts
- LIFEPLAN GROUP is a other based in RALEIGH, NC.
- LIFEPLAN GROUP reports $150K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 144157- Regulatory AUM
- $150K
- Private fund assets
- —
- Private funds
- —
- Staff
- 9
- Registered office
- RALEIGH, NC
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LIFEPLAN INVESTMENT ADVISORS, INC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for LIFEPLAN GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LIFEPLAN GROUP's AUM?
- LIFEPLAN GROUP manages approximately $150K in assets.