# LIFESTEPS FINANCIAL, INC.

LIFESTEPS FINANCIAL, INC. of CLAREMONT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 153852
- Type: SEC-registered investment adviser
- SEC file number: 801-71544
- Location: 250 WEST FIRST STREET, SUITE 248, CLAREMONT, CA, 91711
- Phone: 909-267-3770
- Latest filing: 2026-06-30
- Regulatory AUM: $442.7M
- Discretionary AUM: $341.0M
- Non-discretionary AUM: $101.7M
- Clients: 9
- Accounts: 1,191

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Henry Milton Ford | FOUNDER, CCO, CEO; PRINCIPAL, CFO, & CHIEF COMPLIANCE OFFICER | — |
| FORD HENRY MILTON | PRINCIPAL, CFO, & CHIEF COMPLIANCE OFFICER; PRINCIPAL, CFO, CHIEF COMPLIANCE OFFICER | — |
| GRAHAM JOHN MARTIN | PRINCIPAL, CEO | — |
| Eric Vincent Ross Bergquist | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153852/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153852/similar
- Related entities: https://search.stillhousedata.com/firm/153852/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153852

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.