LIFESTYLE ASSET MANAGEMENT, INC. of FRIENDSWOOD, TX is an SEC-registered investment adviser (CRD 157450). Regulatory assets under management: $571.2M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| Paul Brian Jackson | CHIEF INVESTMENT OFFICER | — |
| Michael Allen Wegner | PRESIDENT | — |
| Ross Allen Wegner | CHIEF COMPLIANCE OFFICER | — |
| JACKSON PAUL BRIAN | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| WEGNER MICHAEL ALLEN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |