Lifesteps Financial

CRD 153852 · Claremont, CA · $442.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 153852
SEC number: 801-71544
Firm type: RIA
Assets under management: $442.7M as of Jun 30, 2026
Website: www.youtube.com/CHANNEL/UCTL3B50SYBWG0UATSQWTJDA ↗
Phone: 909-267-3770
Address: 250 West First Street, Claremont, CA, 91711

Advisors at this firm

6 in our index · page 1 of 1

Jorden Henry BastienCRD 6064289 · San Clemente, CA

IA Registered
Eric Vincent Ross BergquistCRD 6520202 · Claremont, CA

IA Registered
M'lissa Ann BrillhartCRD 7220761 · Claremont, CA

IA Registered
Henry Milton FordCRD 2697895 · Claremont, CA

IA Registered
Marylynn Marie FordCRD 6027933 · Richland, MO

IA Registered
Gladys E LimonesCRD 2133333 · Claremont, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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