LIGHTHOUSE FINANCIAL SERVICES INC

3070 Saturn Street
Suite 101
Brea, California 92821
Tel: 714-572-8900

About LIGHTHOUSE FINANCIAL SERVICES INC

LIGHTHOUSE FINANCIAL SERVICES INC, formally registered with the SEC as LIGHTHOUSE FINANCIAL SERVICES INC. The firm was established in 09/02/1988. They have over 5 offices throughout the country.

LIGHTHOUSE FINANCIAL SERVICES INC is a Brea, California based Financial Planning firm with nearly $429,837,252 assets under management, offering retirement planning & investment advisory services to 454 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110367
SEC#	801-55848
Assets Managed by Firm	$429,837,252
No. of Clients	454
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	454	$429,837,252
Individuals (other than high net worth individuals)	300	$114,398,080
High net worth individuals	152	$310,134,195
Charitable organizations	1	$693,531
Corporations or other businesses	1	$4,611,446

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