LIFESTEPS FINANCIAL, INC. of CLAREMONT, CA is an SEC-registered investment adviser (CRD 153852). Regulatory assets under management: $442.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| FRANKLIN | TN | 1 | 909-267-3770 |
| — | — | 1 | 909-267-3770 |
| — | — | 1 | 909-267-3770 |