LIGHTHOUSE RETIREMENT

12724 Gran Bay Pky.
#453
Jacksonville, Florida 32258
Tel: 772-299-7169

About LIGHTHOUSE RETIREMENT

LIGHTHOUSE RETIREMENT, formally registered with the SEC as LIGHTHOUSE RETIREMENT. The firm was established in 01/25/2021. They have over 6 offices throughout the country.

LIGHTHOUSE RETIREMENT is a Jacksonville, Florida based Financial Planning firm with nearly $139,022,779 assets under management, offering retirement planning & investment advisory services to 281 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147403
SEC#	801-120237
Assets Managed by Firm	$139,022,779
No. of Clients	281
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	281	$139,022,779
Individuals (other than high net worth individuals)	104	$42,491,569
High net worth individuals	48	$96,531,210

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