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Home > Retirement Planners > new jersey > red bank > LIGHTHOUSE FINANCIAL ADVISORS, INC.
LIGHTHOUSE FINANCIAL ADVISORS, INC.
3 Harding Road, Suite B
Red Bank, New Jersey 07701
Tel: (732) 747-6680
About LIGHTHOUSE FINANCIAL ADVISORS, INC.
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.
Firm Information
| 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 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| 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 |
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