LIFEPLAN FINANCIAL Overview

Lifeplan Financial Group Inc is an investment advisor that manages 265.6 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/13 to 09/30/16. The fund's latest filing disclosed 146MM in positions, representing 55% of the manager's regulatory AUM.

LIFEPLAN FINANCIAL StockAlpha

-4.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LIFEPLAN FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RSP 5.36% ETF 5.16% 0.07% 0 2%
IWF 3.89% ETF 1.19% -0.1% 0 8%
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FEATURED IN
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LIFEPLAN FINANCIAL Founders and Key Employees

Name Title In Position Since
Dana L. Hypes Chief Executive Officer January-2006
Tyrone C. Phillippi President/ Chief Compliance Officer January-2006
Christopher J. Buck Vice President July-2007

LIFEPLAN FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

LIFEPLAN FINANCIAL Investment Strategy

ITEM 8 METHODS OF ANALYSIS, INVESTMENT STRATEGIES & Risk of Loss

METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or management of client assets. We may not use all methods of analysis in each service offered, as some methods are more applicable to different types of management.

Charting/ Relative Strength. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict when how long the trend may last and when that trend might reverse. Relative strength seeks to look at different time periods to compare performances and determine where securities or assets are trending. This analysis cannot predict future performance of markets or prevent losses from occurring in any portfolio.

Fundamental Analysis. Fundamental analysis attempts to measure the intrinsic value of a security by looking at economic and...
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LIFEPLAN FINANCIAL Portfolio Concentration

LIFEPLAN FINANCIAL Location

10050 INNOVATION DRIVE
SUITE 140
MIAMISBURG, Ohio
UNITED STATES, 45342

LIFEPLAN FINANCIAL Contact Information

Phone Number: 937-438-8000
Fax Number: 937-438-5885
Website:

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