Lifestyle Asset Management, Inc.
Firm details
- Headquarters
- Friendswood, Texas
- CRD number
- 157450
- Registered since
- June 7, 2019
- Website
- www.lsaminc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.16%
- Individuals40.07%
- Pension & Profit Sharing Plans2.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Lifestyle Asset Management, Inc. is an independent, individual-owned registered investment adviser that registered with the SEC in 2019. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, and it charges clients on a percentage-of-AUM basis while also offering hourly engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, selecting other advisers, and publishing periodicals or newsletters. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Private Funds3%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Robert Barton
Chief Operating OfficerCRD 6734428
Paul Jackson
Chief Investment Officer & Chief Compliance OfficerCRD 2657314
Brian Everett
Founder & CEOCRD 1250585
Contacts
3 of 12
Kaleb Jones
Registered RepresentativeCRD 6077065
Jesus Pompa
Financial PlannerCRD 6413142
Steven Stock
Financial AdvisorCRD 4782919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$330M in ETFs
77%
$255M
18%
$75.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $64M | 83,892 | 19.37% |
Location
Friendswood, TX
Galveston
Location
Friendswood, TX
Headquartered in Friendswood, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Galveston
- Address
- 211 W Edgewood Dr
- Time zone
- CT (UTC-6)
- Office locations
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