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Building 2LIFESTEPS FINANCIAL

Map pinCLAREMONT, CA
Phone909-267-3770
NotebookSEC #801-71544
Total AUM
$442.7M
Employees
9
Clients
680

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 WEST FIRST STREET
SUITE 248
CLAREMONT
CA 91711
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
909-267-3770
Other Offices
3

ReceiptFinancials

Total AUM
$442.7M
Accounts
1,191
Discretionary
$341M
Accounts
733
Non-Discretionary
$101.7M
Accounts
458

ContactClients

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Individual Clients
572
AUM
$154.2M
HNW Individual Clients
97
AUM
$273M
Corporation or Business Clients
11
AUM
$15.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
BILL PAYMENT AND RECONCILIATION SERVICE
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAMOTNTX

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

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