Lifestyle Asset Management, Inc.
Lifestyle Asset Management, Inc. (CRD# 157450) is a financial advisory firm headquartered in Friendswood, TX. They manage $381,974,097 in 1,348 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management382MILLION
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Total Number of Accounts1,348ACCOUNTS
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Average Account Value$283,364
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
CA, CO, FL, TX
Kaleb Jones (CRD# 6077065) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Deer Park, TX and has over 8 years of experience in the finance industry.
Lotte Optekamp (CRD# 2568888) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Friendswood, TX and has over 29 years of experience in the finance industry.
Steven Stock (CRD# 4782919) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Texas City, TX and has over 19 years of experience in the finance industry.
Daniel Thomason (CRD# 2810920) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Friendswood, TX and has over 27 years of experience in the finance industry.
Jared Pitts (CRD# 7731819) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Friendswood, TX and has 1 year of experience in the finance industry.
Jamie Staggs (CRD# 7124547) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Friendswood, TX and has over 2 years of experience in the finance industry.
Ross Wegner (CRD# 7004489) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Friendswood, TX and has over 5 years of experience in the finance industry.