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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