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LIGHTHOUSE FINANCIAL ADVISORS, INC.

3 Harding Road, Suite B
Red Bank, New Jersey 07701
Tel: (732) 747-6680

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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 StatusApproved
Firm CRD#121496
SEC#801-78290
Assets Managed by Firm$713,848,786
No. of Clients2043
No. of Advisors9

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 ClientsAUM
Firm Total2043$713,848,786
Individuals (other than high net worth individuals)227$145,826,313
High net worth individuals154$526,858,424
Charitable organizationsFewer than 5 clients$41,164,049

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