Life Planning Alliance LLC

Life Planning Alliance LLC, a New York-based limited liability company, primarily employs five advisory role workers out of its overall six employee workforce. As a registered securities dealer, the company has received an approved status from the U.S. Securities and Exchange Commission, which was granted on June 14, 2018. Despite its relatively low number of clients (serving just five), the company maintains its commitment to delivering quality financial advisory services.

• ALTIUM WEALTH MANAGEMENT LLC

  MEMBER owns more than 50% but less than 75%

• ANTHONY JOHN DESTEFANO

  MANAGER owns less than 5%

• LOUIS C GRASSI

  MANAGER owns less than 5%

• MITCHELL SCOTT BRILL

  MANAGER owns less than 5%

• ROBERT JOSEPH SYPHER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RONALD JOHN EAGAR

  MANAGER owns less than 5%

• WEALTH SOLUTIONS, LLC

  MEMBER owns more than 50% but less than 75%

• GRASSI GROUP, INC.

  MEMBER owns 75% or more

• LOUIS C GRASSI

  SHAREHOLDER owns 75% or more

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• Olstein Capital Management LP
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• Saxon Woods Advisors LLC
• The Tokarz Group Advisers LLC
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• Glenrock Capital Advisers LLC
• Altium Wealth Management LLC