LIFESTEPS FINANCIAL, INC.

LIFESTEPS FINANCIAL
CLAREMONT, California·1 registered advisor·CRD# 153852
SEC# 801-715443909-267-3770
01

Firm Overview

AUM
$315M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LIFESTEPS FINANCIAL, INC.

1 registered advisor
Henry Milton Ford
CLAREMONT, California
05

Office Locations

CLAREMONT, California
1 advisor

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Data sourced from SEC Form ADV filings. LIFESTEPS FINANCIAL, INC. (CRD# 153852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.