LIFESTEPS FINANCIAL, INC.
Doing business as LIFESTEPS FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$442,723,496
Discretionary
$341,006,958
Non-discretionary
$101,716,538
Firm details
- CRD number
- 153852
- SEC file number
- 801-71544
- Main office
- CLAREMONT, CA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.