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LIFESTEPS FINANCIAL
LIFESTEPS FINANCIAL, INC.
CRD 153852 · SEC 801-71544
250 WEST FIRST STREET, SUITE 248, CLAREMONT, CA, 91711, United States
Phone
909-267-3770
Fax
909-267-3790
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$442.7M
Discretionary AUM
$341.0M
Team
9 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersBILL PAYMENT AND RECONCILIATION SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 572 | $154.2M |
| High net worth individuals | 97 | $273.0M |
| Corporations/business entities | 11 | $15.6M |
States served
AL, CA, TN, MO, TX
All web addresses on file
Official SEC filing: View on IAPD