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Building 2LIFESTYLE ASSET MANAGEMENT, INC.

Map pinFRIENDSWOOD, TX
Phone281-612-2035
NotebookSEC #801-116746
Total AUM
$571.2M
Employees
13
Clients
928

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 WEST EDGEWOOD
SUITE 300
FRIENDSWOOD
TX 77546
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
281-612-2035
Other Offices
4

ReceiptFinancials

Total AUM
$571.2M
Accounts
1,852
Discretionary
$571.2M
Accounts
1,852
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
759
AUM
$228.9M
HNW Individual Clients
163
AUM
$326.5M
Pension/Profit Sharing Plan Clients
6
AUM
$15.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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