Lifesteps Financial, Inc.
● SEC registered since 2010CRD 153852SEC# 801-71544Claremont, CA
Reg. AUM
$442.7M
Employees
9
Accounts
1,191
Location
Claremont, CA
Lifesteps Financial, Inc. assets under management
Lifesteps Financial, Inc. is an SEC-registered investment adviser based in Claremont, CA. The firm has been registered since 2010. It reports $442.7 million in regulatory assets under management and employs 9 people.
Lifesteps Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Vincent Ross Bergquist Control | Chief Financial Officer | Under 5% | 2026 |
| Henry Milton Ford Control | Founder, Cco, Ceo | Over 75% | 2010 |
Frequently asked questions
How much does Lifesteps Financial, Inc. manage?
Lifesteps Financial, Inc. reports $442.7 million in regulatory assets under management on its Form ADV.
How many employees does Lifesteps Financial, Inc. have?
Lifesteps Financial, Inc. reports 9 employees.
Where is Lifesteps Financial, Inc. located?
Lifesteps Financial, Inc. is based in Claremont, CA and has been SEC-registered since 2010.
Does Lifesteps Financial, Inc. disclose fund performance?
Lifesteps Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 West First Street, Suite 248, Claremont, CA 91711 |
| Phone | 909-267-3770 |
| Fax | 909-267-3790 |
| Office hours | 7:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$442.7M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$442.7Mregulatory AUM
Discretionary $341MNon-discretionary $101.7M