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| Lifesteps Financial Inc
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|
|---|---|
| CRD # | 153852 |
| SEC # | 801-71544 |
| CIK # | 0001801373 |
| AUM | $374.6 M (2025-02-28) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 909-267-3770 |
| Address | 250 West First Street Claremont, CA 91711 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.0 | ||
| Microsoft Corp | 6.9 | ||
| Apple Inc | 6.5 | ||
| J P Morgan Chase & Co | 3.0 | ||
| US Bancorp de | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Home Depot Inc | 1.8 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| AbbVie Inc | 1.4 | ||
| Exxon Mobil Corp | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 480 | 141.6 |
| (b) Individuals (high net worth individuals) | 81 | 220.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 12.7 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 374.6 |
| By Discretionary | ||
| Discretionary | 440 | 293.3 |
| Non-Discretionary | 364 | 81.3 |
| Total | 804 | 374.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 372.3 | |
| Total | 804 | 374.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801373] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.4 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.4 |
|
Genesee Capital Advisors LLC
✚
|
NY | 0.4 |
|
Flagstone Financial Management LLC
✚
|
NE | 0.4 |
|
Graham Bordelon Golson & Gilbert Inc
✚
|
LA | 0.4 |
|
MB Levis & Associates LLC
✚
|
PA | 0.4 |
|
Lucas Group Financial Planners Inc
✚
|
CA | 0.4 |
|
Carnegie Lake Advisors LLC
✚
|
NJ | 0.4 |
|
Kingsmark Private Financial Advisors LLC
✚
|
GA | 0.4 |