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Lifesteps Financial, Inc.

● SEC registered since 2010CRD 153852SEC# 801-71544Claremont, CA
Export (members)
Reg. AUM
$374.6M
Employees
8
Accounts
804
Location
Claremont, CA

Lifesteps Financial, Inc. assets under management

Lifesteps Financial, Inc. is an SEC-registered investment adviser based in Claremont, CA. The firm has been registered since 2010. It reports $374.6 million in regulatory assets under management and employs 8 people.
www.youtube.com/channel/uctl3b50sybwg0uatsqwtjdaView on SEC.gov ↗

Lifesteps Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Henry Milton Ford ControlPrincipal, Cfo, & Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Lifesteps Financial, Inc. manage?

Lifesteps Financial, Inc. reports $374.6 million in regulatory assets under management on its Form ADV.

How many employees does Lifesteps Financial, Inc. have?

Lifesteps Financial, Inc. reports 8 employees.

Where is Lifesteps Financial, Inc. located?

Lifesteps Financial, Inc. is based in Claremont, CA and has been SEC-registered since 2010.

Does Lifesteps Financial, Inc. disclose fund performance?

Lifesteps Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 West First Street, Suite 248, Claremont, CA 91711
Phone909-267-3770
Fax909-267-3790
Office hours7:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$293.3M
Non-discretionary$81.3M
Total (RAUM)$374.6M