LifeSteps Financial is an investment advisor in Claremont with $298.20 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270582904
SEC advisor number
801-71544
FINRA CRD number
153852
AUM ?
$315.39 mm
(as of 22 Mar 24)
Accounts
713
(as of 22 Mar 24)
Employees
6
(3 investment advisory or research)
Address
LifeSteps Financial
250 W. FIRST ST. #248
CLAREMONT
CA 91711
250 W. FIRST ST. #248
CLAREMONT
CA 91711
Phone
909-2673770
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22