FIRST LIGHT RETIREMENT, LLC

1330 Camino Del Mar
Del Mar, California 92014
Tel: 858-692-1283

About FIRST LIGHT RETIREMENT, LLC

FIRST LIGHT RETIREMENT, LLC, formally registered with the SEC as FIRST LIGHT RETIREMENT, LLC. The firm was established in 06/08/2021. They have over 1 offices throughout the country.

FIRST LIGHT RETIREMENT, LLC is a Del Mar, California based Financial Planning firm with nearly $666,207,971 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314509
SEC#	801-121422
Assets Managed by Firm	$666,207,971
No. of Clients	23
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$666,207,971
Pension and profit sharing plans	23	$666,207,971

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