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Home > Retirement Planners > florida > largo > LIGHTHOUSE FINANCIAL
LIGHTHOUSE FINANCIAL
1679 Indian Rocks Rd S
Largo, Florida 33774-1026
Tel: 727-490-5797
About LIGHTHOUSE FINANCIAL
LIGHTHOUSE FINANCIAL, formally registered with the SEC as LIGHTHOUSE FINANCIAL. The firm was established in 07/31/2023. They have over 1 offices throughout the country.
LIGHTHOUSE FINANCIAL is a Largo, Florida based Financial Planning firm with nearly $490,190,171 assets under management, offering retirement planning & investment advisory services to 276 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137277 |
| SEC# | 801-128475 |
| Assets Managed by Firm | $490,190,171 |
| No. of Clients | 276 |
| 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 | 276 | $490,190,171 |
| Individuals (other than high net worth individuals) | 56 | $17,489,225 |
| High net worth individuals | 38 | $462,515,926 |
| Charitable organizations | 1 | $10,185,020 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
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