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 |
| Firm CRD#: | 151292 | |
| SEC#: | 801-126603 | |
| Assets under Management: | $133,305,157 | |
| No. of Clients: | 724 | |
| No. of Advisors: | 4 | |
| 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 ADVISEMENT) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BIG SKY WEALTH ADVISORS, LLC | 321272 | 801-130247 | 537 | 2 | $121,445,342 |