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Montana
Bigfork
LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC

Tel: 760-918-0304 62 Bay Harbor Drive #2826 Bigfork, Montana 59911

About 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
Firm CRD#:

151292

Firm SEC#:

801-126603

Assets Under Management:

$133,305,157

No. of Clients:

724

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

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