$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2000
- Office Locations
- 1
Office Locations
-- DIX Hills NY
About Life Planning Agency, INC
Life Planning Agency, INC is a DIX Hills-based RIA. The firm has been operating for 25 years. Managing $4.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$103.1K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
Available
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Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GINA MARIE GIANNOU
Investment Advisor, President
- CRD
- #7385066
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,124,658 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,124,658 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Public Funds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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