Active
LIFESTYLE ASSET MANAGEMENT, INC.
Investment Advice|FRIENDSWOOD, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$399.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 399.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 157450 |
| SEC Number | 801-116746 |
| Street Address | 211 WEST EDGEWOOD |
| Street Address 2 | SUITE 300 |
| Location | FRIENDSWOOD, TX 77546 |
| Country | United States |
| Phone | 281-612-2035 |
| Fax | 281-992-9221 |
| Total Employees | 13 |
Client Count by Type (670 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 564 |
| High Net Worth Individual… | 99 |
| Pension/Profit Sharing Pl… | 7 |
Community Partners
CITY OF ARCOLA
CITY OF BEASLEY
CITY OF FULSHEAR
CITY OF KATY
CITY OF KENDLETON
CITY OF MEADOWS PLACE
CITY OF MISSOURI CITY
CITY OF RICHMOND
CITY OF ROSENBERG
CITY OF SIMONTON
CITY OF STAFFORD
CITY OF SUGAR LAND
CITY OF WESTON LAKES
COUNTY OF FORT BEND
TOWN OF NEEDVILLE
TOWN OF ORCHARD
TOWN OF THOMPSONS
VILLAGE OF FAIRCHILDS
VILLAGE OF PLEAK
CITY OF ARCOLA
CITY OF BEASLEY
CITY OF FULSHEAR
CITY OF KATY
CITY OF KENDLETON
CITY OF MEADOWS PLACE
CITY OF MISSOURI CITY
CITY OF RICHMOND
CITY OF ROSENBERG
CITY OF SIMONTON
CITY OF STAFFORD
CITY OF SUGAR LAND
CITY OF WESTON LAKES
COUNTY OF FORT BEND
TOWN OF NEEDVILLE
TOWN OF ORCHARD
TOWN OF THOMPSONS
VILLAGE OF FAIRCHILDS
VILLAGE OF PLEAK
CITY OF ARCOLA
CITY OF BEASLEY
CITY OF FULSHEAR
CITY OF KATY
CITY OF KENDLETON
CITY OF MEADOWS PLACE
CITY OF MISSOURI CITY
CITY OF RICHMOND
CITY OF ROSENBERG
CITY OF SIMONTON
CITY OF STAFFORD
CITY OF SUGAR LAND
CITY OF WESTON LAKES
COUNTY OF FORT BEND
TOWN OF NEEDVILLE
TOWN OF ORCHARD
TOWN OF THOMPSONS
VILLAGE OF FAIRCHILDS
VILLAGE OF PLEAK
Municipal Government
19 Active
19
Organizations
BIG OAKS MUNICIPAL UTILITY DISTRICT
BLUE RIDGE WEST MUNICIPAL UTILITY DISTRICT
BURNEY ROAD MUD
CHARLESTON MUD
CINCO MUD 1
CINCO MUD 10
CINCO MUD 12
CINCO MUD 14
CINCO MUD 2
CINCO MUD 7
CINCO MUD 8
CINCO SOUTHWEST MUD 1
CINCO SOUTHWEST MUD 2
CINCO SOUTHWEST MUD 3
CINCO SOUTHWEST MUD 4
COASTAL PLAINS SOIL CONSERVATION DISTRICT
FIRST COLONY LEVEE IMPROVEMENT DISTRICT
FIRST COLONY LEVEE IMPROVEMENT DISTRICT 2
FIRST COLONY MUD 10
FIRST COLONY MUD 9
BIG OAKS MUNICIPAL UTILITY DISTRICT
BLUE RIDGE WEST MUNICIPAL UTILITY DISTRICT
BURNEY ROAD MUD
CHARLESTON MUD
CINCO MUD 1
CINCO MUD 10
CINCO MUD 12
CINCO MUD 14
CINCO MUD 2
CINCO MUD 7
CINCO MUD 8
CINCO SOUTHWEST MUD 1
CINCO SOUTHWEST MUD 2
CINCO SOUTHWEST MUD 3
CINCO SOUTHWEST MUD 4
COASTAL PLAINS SOIL CONSERVATION DISTRICT
FIRST COLONY LEVEE IMPROVEMENT DISTRICT
FIRST COLONY LEVEE IMPROVEMENT DISTRICT 2
FIRST COLONY MUD 10
FIRST COLONY MUD 9
BIG OAKS MUNICIPAL UTILITY DISTRICT
BLUE RIDGE WEST MUNICIPAL UTILITY DISTRICT
BURNEY ROAD MUD
CHARLESTON MUD
CINCO MUD 1
CINCO MUD 10
CINCO MUD 12
CINCO MUD 14
CINCO MUD 2
CINCO MUD 7
CINCO MUD 8
CINCO SOUTHWEST MUD 1
CINCO SOUTHWEST MUD 2
CINCO SOUTHWEST MUD 3
CINCO SOUTHWEST MUD 4
COASTAL PLAINS SOIL CONSERVATION DISTRICT
FIRST COLONY LEVEE IMPROVEMENT DISTRICT
FIRST COLONY LEVEE IMPROVEMENT DISTRICT 2
FIRST COLONY MUD 10
FIRST COLONY MUD 9
Special District
189 Active
189
Organizations
ELKINS HIGH SCHOOL
FORT BEND INDEPENDENT SCHOOL DISTRICT
FORT BEND IND SCH DISTRICT 907
LAMAR CONS IND SCH DIST 901
NEEDVILLE IND SCH DISTRICT 906
STAFFORD MUNC SCH DISTRICT 910
ELKINS HIGH SCHOOL
FORT BEND INDEPENDENT SCHOOL DISTRICT
FORT BEND IND SCH DISTRICT 907
LAMAR CONS IND SCH DIST 901
NEEDVILLE IND SCH DISTRICT 906
STAFFORD MUNC SCH DISTRICT 910
ELKINS HIGH SCHOOL
FORT BEND INDEPENDENT SCHOOL DISTRICT
FORT BEND IND SCH DISTRICT 907
LAMAR CONS IND SCH DIST 901
NEEDVILLE IND SCH DISTRICT 906
STAFFORD MUNC SCH DISTRICT 910
School District
6 Active
6
Organizations
06352 ROSE RICH OPTIMIST CLUB TX
100 SQUARED
1031 SPORTS
104 DAYS OF SUMMER INC
12-STEP RECOVERY CENTER
1400 SMITH STREET CYCLERS
1 ARCHANGEL SERVICES INC
1LOVEHTX
1 MORE MEAL
2080 VENTURE HOLDINGS, LLC
21 GUN SALUTE FOUNDATION CORPORATION
313 FOR HOPE
3SIXTY MUSIC GROUP INC
45N & WILSON ROAD RETAIL DEVELOPMENT ASSOCIATION INC
5706 SUNDOWN ELEMENTARY PTA
5-HTP
75TH DIVISION VETERANS ASSOCIATION INC
76 LACROSSE INC
77 CARES
77 NSDC INC
06352 ROSE RICH OPTIMIST CLUB TX
100 SQUARED
1031 SPORTS
104 DAYS OF SUMMER INC
12-STEP RECOVERY CENTER
1400 SMITH STREET CYCLERS
1 ARCHANGEL SERVICES INC
1LOVEHTX
1 MORE MEAL
2080 VENTURE HOLDINGS, LLC
21 GUN SALUTE FOUNDATION CORPORATION
313 FOR HOPE
3SIXTY MUSIC GROUP INC
45N & WILSON ROAD RETAIL DEVELOPMENT ASSOCIATION INC
5706 SUNDOWN ELEMENTARY PTA
5-HTP
75TH DIVISION VETERANS ASSOCIATION INC
76 LACROSSE INC
77 CARES
77 NSDC INC
06352 ROSE RICH OPTIMIST CLUB TX
100 SQUARED
1031 SPORTS
104 DAYS OF SUMMER INC
12-STEP RECOVERY CENTER
1400 SMITH STREET CYCLERS
1 ARCHANGEL SERVICES INC
1LOVEHTX
1 MORE MEAL
2080 VENTURE HOLDINGS, LLC
21 GUN SALUTE FOUNDATION CORPORATION
313 FOR HOPE
3SIXTY MUSIC GROUP INC
45N & WILSON ROAD RETAIL DEVELOPMENT ASSOCIATION INC
5706 SUNDOWN ELEMENTARY PTA
5-HTP
75TH DIVISION VETERANS ASSOCIATION INC
76 LACROSSE INC
77 CARES
77 NSDC INC
Nonprofit Organization
4215 Active
4215
Organizations
Community Partners125 organizations
CITY OF BEASLEY
Municipal Government·BEASLEY
CITY OF FULSHEAR
Municipal Government·FULSHEAR
CITY OF KENDLETON
Municipal Government·KENDLETON
CITY OF MEADOWS PLACE
Municipal Government·MEADOWS PLACE
CITY OF ROSENBERG
Municipal Government·ROSENBERG
CITY OF SUGAR LAND
Municipal Government·SUGAR LAND
TOWN OF ORCHARD
Municipal Government·ORCHARD
TOWN OF THOMPSONS
Municipal Government·THOMPSONS
VILLAGE OF FAIRCHILDS
Municipal Government·RICHMOND
VILLAGE OF PLEAK
Municipal Government·RICHMOND
BIG OAKS MUNICIPAL UTILITY DISTRICT
Special District·HOUSTON
BLUE RIDGE WEST MUNICIPAL UTILITY DISTRICT
Special District·HOUSTON
BURNEY ROAD MUD
Special District·BELLAIRE
CHARLESTON MUD
Special District·HOUSTON
CINCO MUD 1
Special District·HOUSTON
CINCO MUD 10
Special District·HOUSTON
CINCO MUD 12
Special District·HOUSTON
CINCO MUD 14
Special District·HOUSTON
CINCO MUD 2
Special District·HOUSTON
CINCO MUD 7
Special District·HOUSTON
CINCO MUD 8
Special District·HOUSTON
CINCO SOUTHWEST MUD 1
Special District·HOUSTON
CINCO SOUTHWEST MUD 2
Special District·HOUSTON
CINCO SOUTHWEST MUD 3
Special District·HOUSTON
CINCO SOUTHWEST MUD 4
Special District·HOUSTON
COASTAL PLAINS SOIL CONSERVATION DISTRICT
Special District·ROSENBERG
FIRST COLONY LEVEE IMPROVEMENT DISTRICT
Special District·HOUSTON
FIRST COLONY LEVEE IMPROVEMENT DISTRICT 2
Special District·HOUSTON
FIRST COLONY MUD 10
Special District·HOUSTON
FIRST COLONY MUD 9
Special District·HOUSTON
FORT BEND COUNTY FRESH WATER SUPPLY DISTRICT 1
Special District·HOUSTON
FORT BEND COUNTY FRESH WATER SUPPLY DISTRICT 2
Special District·ROSHARON
FORT BEND COUNTY IMPROVEMENT DISTRICT NO. 24
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 10
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 11
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 12
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 14
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 15
Special District·SUGAR LAND
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 17
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 19
Special District·SUGAR LAND
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 2
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 20
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 6
Special District·HOUSTON
FORT BEND COUNTY LEVEE IMPROVEMENT DISTRICT 7
Special District·HOUSTON
FORT BEND COUNTY MUD 115
Special District·SUGAR LAND
FORT BEND COUNTY MUD 116
Special District·HOUSTON
FORT BEND COUNTY MUD 118
Special District·HOUSTON
FORT BEND COUNTY MUD 119
Special District·HOUSTON
FORT BEND COUNTY MUD 121
Special District·HOUSTON
FORT BEND COUNTY MUD 122
Special District·HOUSTON
FORT BEND COUNTY MUD 123
Special District·HOUSTON
FORT BEND COUNTY MUD 124
Special District·HOUSTON
FORT BEND COUNTY MUD 128
Special District·SUGAR LAND
FORT BEND COUNTY MUD 129
Special District·SUGAR LAND
FORT BEND COUNTY MUD 130
Special District·HOUSTON
FORT BEND COUNTY MUD 131
Special District·HOUSTON
FORT BEND COUNTY MUD 132
Special District·FRIENDSWOOD
FORT BEND COUNTY MUD 133
Special District·HOUSTON
FORT BEND COUNTY MUD 134A
Special District·HOUSTON
ELKINS HIGH SCHOOL
School District·MISSOURI CITY
06352 ROSE RICH OPTIMIST CLUB TX
Nonprofit Organization·Rosenberg
100 SQUARED
Nonprofit Organization·Missouri City
1031 SPORTS
Nonprofit Organization·KATY
104 DAYS OF SUMMER INC
Nonprofit Organization·Katy
12-STEP RECOVERY CENTER
Nonprofit Organization·ROSENBERG
1400 SMITH STREET CYCLERS
Nonprofit Organization·Katy
1 ARCHANGEL SERVICES INC
Nonprofit Organization·MISSOURI CITY
1LOVEHTX
Nonprofit Organization·Katy
1 MORE MEAL
Nonprofit Organization·Katy
2080 VENTURE HOLDINGS, LLC
Nonprofit Organization·RICHMOND
21 GUN SALUTE FOUNDATION CORPORATION
Nonprofit Organization·Richmond
313 FOR HOPE
Nonprofit Organization·KATY
3SIXTY MUSIC GROUP INC
Nonprofit Organization·Richmond
45N & WILSON ROAD RETAIL DEVELOPMENT ASSOCIATION INC
Nonprofit Organization·STAFFORD
5706 SUNDOWN ELEMENTARY PTA
Nonprofit Organization·Katy
5-HTP
Nonprofit Organization·Missouri City
75TH DIVISION VETERANS ASSOCIATION INC
Nonprofit Organization·MISSOURI CITY
76 LACROSSE INC
Nonprofit Organization·MISSOURI CITY
77 CARES
Nonprofit Organization·Fulshear
77 NSDC INC
Nonprofit Organization·Friendswood
7LHS SPEECH AND DEBATE BOOSTER CLUB
Nonprofit Organization·KATY
82D AIRBORNE DIVISION ASSOCIATION INC
Nonprofit Organization·Missouri City
84 REASONS FOUNDATION INC
Nonprofit Organization·Stafford
A1 ELITE SPORTS & TRAINING INC
Nonprofit Organization·Richmond
A4 FOUNDATION INC
Nonprofit Organization·Missouri City
A4H GROUP INC
Nonprofit Organization·MISSOURI CITY
ABERNATHY FAMILY FOUNDATION
Nonprofit Organization·RICHMOND
A BETTER COMMUNITY SERVICE
Nonprofit Organization·Katy
Abigail's Place
Nonprofit Organization·Richmond
A BOLD STORY NEVER ENDS
Nonprofit Organization·Missouri City
ABOVE THE BONES
Nonprofit Organization·Katy
ABRAHAM OLADOTUN FOUNDATION NFP
Nonprofit Organization·KATY
ABUNDANT LIFE SOURCE INC
Nonprofit Organization·Richmond
ACADEMIC SCIENCE AND TECHNOLOGY CENTER INC
Nonprofit Organization·Missouri City
ACADEMY OF VETERINARY TECHNICIANS IN CLINICAL PRACTICE
Nonprofit Organization·KATY
ACCELERATING AMERICAN TENNIS
Nonprofit Organization·RICHMOND
ACCEL MICRO SCHOOL
Nonprofit Organization·Katy
ACCEPTING CHALLENGES TO IMPROVE OUR NATION - COMMUNITY DEVLOPMENT CORP
Nonprofit Organization·Missouri City
ACCESS FOR LIFE
Nonprofit Organization·Stafford
ACCESS HEALTH
Nonprofit Organization·RICHMOND
ACCOMPLISHING DATA-MPJ NETWORK ENTERPRIZES CENTER
Nonprofit Organization·Missouri City
ACHAIA
Nonprofit Organization·Richmond
ACHIEVEMENT THROUGH LEADERSHIP FOUNDATION
Nonprofit Organization·MISSOURI CITY
ACORN MOUNTAIN RANCH
Nonprofit Organization·ROSENBERG
ACORN TO EXCELLENCE FOUNDATION
Nonprofit Organization·Katy
ACQUAR FOUNDATION NFP
Nonprofit Organization·KATY
Acres of Love International Inc
Nonprofit Organization·Katy
ACTIVE FAMILIES
Nonprofit Organization·Friendswood
ACT OF LIFE INC
Nonprofit Organization·Katy
ADA MAE GREEN CARE CENTER INC
Nonprofit Organization·MISSOURI CITY