3 Harding Road, Suite B
Red Bank, New Jersey 07701
Tel: (732) 747-6680
LIGHTHOUSE FINANCIAL ADVISORS, INC, formally registered with the SEC as LIGHTHOUSE FINANCIAL ADVISORS, INC. The firm was established in 07/05/2013. They have over 1 offices throughout the country.
LIGHTHOUSE FINANCIAL ADVISORS, INC. is a Red Bank, New Jersey based Financial Planning firm with nearly $713,848,786 assets under management, offering retirement planning & investment advisory services to 2043 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 121496 |
SEC# | 801-78290 |
Assets Managed by Firm | $713,848,786 |
No. of Clients | 2043 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2043 | $713,848,786 |
Individuals (other than high net worth individuals) | 227 | $145,826,313 |
High net worth individuals | 154 | $526,858,424 |
Charitable organizations | Fewer than 5 clients | $41,164,049 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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