LIFESTYLE ASSET MANAGEMENT, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	11
Investment Advisory/Research	11
Registered Broker-Dealer Representatives	6
Registered State Investment Advisers	11
Licensed Agents of an Insurance Company	9
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,348	$382.0M
Non-Discretionary	0	$0
Total	1,348	$382.0M

Clients

Type	Number	RAUM
Individuals	620	$195.8M
HNW Individuals	96	$170.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	8	$16.0M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	650

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersFINANCIAL CONSULTING
Compensation	% of AUMHourly charges

Identifiers

SEC RIA File Number	801-116746
SEC ERA File Number	801-116746
SEC CIK Numbers	1845675
SEC CRD Numbers	157450
Legal Entity Identifier	None

Principal Office

211 WEST EDGEWOOD
SUITE 300
FRIENDSWOOD
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic