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LIGHT CAPITAL LLC
520 Broadway,
2nd Floor
Santa Monica, California 90401
Tel: 424-625-2065
About LIGHT CAPITAL LLC
LIGHT CAPITAL LLC, formally registered with the SEC as LIGHT CAPITAL LLC. The firm was established in 02/16/2023. They have over 1 offices throughout the country.
LIGHT CAPITAL LLC is a Santa Monica, California based Financial Planning firm with nearly $120,166,619 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323373 |
| SEC# | 801-126710 |
| Assets Managed by Firm | $120,166,619 |
| No. of Clients | 162 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 162 | $120,166,619 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $922,883 |
| High net worth individuals | 11 | $115,794,899 |
| Corporations or other businesses | Fewer than 5 clients | $3,448,837 |
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