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Founder, CCO, CEO · Lifesteps Financial

Henry M. Ford

CRD 2697895 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifesteps Financial, an SEC-registered wealth manager based in Claremont, CA with $443 million in regulatory assets, lists Henry M. Ford on its Form ADV as Founder, CCO, CEO, a control person.

Firms and roles

  • Lifesteps FinancialFounder, CCO, CEOWealth manager · Claremont, CA · $443M in regulatory assets

AtlasMembers

Henry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Henry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.