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LIFESTYLE ASSET MANAGEMENT, INC.
Tel: 281-612-2035
211 West Edgewood Suite 300
Friendswood, Texas 77546
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
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
Firm CRD#:
157450
SEC#:
801-116746
No. of Clients:
1294
Assets under Management
$399,218,297
No. of Advisors:
13
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