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Home > Retirement Planners > texas > friendswood > LIFESTYLE ASSET MANAGEMENT, INC.
LIFESTYLE ASSET MANAGEMENT, INC.
211 West Edgewood
Suite 300
Friendswood, Texas 77546
Tel: 281-612-2035
About LIFESTYLE ASSET MANAGEMENT, INC.
LIFESTYLE ASSET MANAGEMENT, INC, formally registered with the SEC as LIFESTYLE ASSET MANAGEMENT, INC. The firm was established in 06/07/2019. They have over 4 offices throughout the country.
LIFESTYLE ASSET MANAGEMENT, INC. is a Friendswood, Texas based Financial Planning firm with nearly $399,218,297 assets under management, offering retirement planning & investment advisory services to 1294 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157450 |
| SEC# | 801-116746 |
| Assets Managed by Firm | $399,218,297 |
| No. of Clients | 1294 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1294 | $399,218,297 |
| Individuals (other than high net worth individuals) | 564 | $180,735,169 |
| High net worth individuals | 99 | $200,997,962 |
| Pension and profit sharing plans | 7 | $17,485,166 |
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