LIFESTYLE ASSET MANAGEMENT, INC. - Financial Advisor in Texas, Friendswood

Tel: 281-612-2035 211 West Edgewood Suite 300 Friendswood, Texas 77546

About LIFESTYLE ASSET MANAGEMENT, INC.

LIFESTYLE ASSET MANAGEMENT, INC. is a Friendswood, Texas based financial advisory firm with nearly $399,218,297 in assets under management and provides investment advisory services for 1294 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

157450

Firm SEC#:

801-116746

Assets Under Management:

$399,218,297

No. of Clients:

1294

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges

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Top Financial Advisory Firms in Texas, Friendswood

FirmCRD#:327332

SEC#:801-128585

No. of Advisors:6

No. of Clients:975

AUM:$228,789,532

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

TEXAS FAMILY WEALTH, LLC

327332

801-128585

975

$228,789,532

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