|
⚲
|
| Lifesteps Financial Inc
✚
|
|
|---|---|
| CRD # | 153852 |
| SEC # | 801-71544 |
| CIK # | 0001801373 |
| AUM | $262.8 MM (2023-03-24) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 909-267-3770 |
| Address | 250 West First Street Claremont, CA 91711 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.9 | |
| MSFT | 1,918,222.4 | 3.8 | |
| CVBF | 3,567.3 | 2.4 | |
| USB | 69,666.4 | 1.8 | |
| XOM | 385,508.3 | 1.4 | |
| HD | 277,648.0 | 1.3 | |
| JPM | 340,169.2 | 1.3 | |
| NVDA | 399,550.0 | 1.3 | |
| ABBV | 269,466.6 | 1.2 | |
| AMZN | 1,092,997.8 | 1.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 452 | 107.5 |
| (b) Individuals (high net worth individuals) | 66 | 148.6 |
| (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 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 891 | 262.8 |
| By Discretionary | ||
| Discretionary | 671 | 216.3 |
| Non-Discretionary | 220 | 46.6 |
| Total | 891 | 262.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 262.7 | |
| Total | 891 | 262.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001801373] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Solano Wealth Management Inc
✚
|
CA | 0.3 |
|
Milestone Advisory Partners LLC
✚
|
NC | 0.3 |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.3 |
|
Lowery Thomas LLC
✚
|
CA | 0.3 |
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.3 |
|
Cadence Wealth Management LLC
✚
|
MA | 0.3 |
|
Longview Financial Advisors LLC
✚
|
CA | 0.3 |
|
Pinion Investment Advisors LLC
✚
|
KS | 0.3 |
|
Grey Rock Asset Management LLC
✚
|
TX | 0.3 |