LIFESTEPS FINANCIAL

250 West First Street
Suite 248
Claremont, California 91711
Tel: 909-267-3770

About LIFESTEPS FINANCIAL

LIFESTEPS FINANCIAL, formally registered with the SEC as LIFESTEPS FINANCIAL. The firm was established in 06/22/2010. They have over 4 offices throughout the country.

LIFESTEPS FINANCIAL is a Claremont, California based Financial Planning firm with nearly $374,568,217 assets under management, offering retirement planning & investment advisory services to 804 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153852
SEC#	801-71544
Assets Managed by Firm	$374,568,217
No. of Clients	804
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (BILL PAYMENT AND RECONCILIATION SERVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	804	$374,568,217
Individuals (other than high net worth individuals)	480	$141,583,128
High net worth individuals	81	$220,255,430
Corporations or other businesses	8	$12,729,659

More Retirement Planning firms in Claremont, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Claremont, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.