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Home > Retirement Planners > new york > harrison > LIGHTEDWAY ADVISORY SERVICES, INC.
LIGHTEDWAY ADVISORY SERVICES, INC.
83 Calvert St
Harrison, New York 10528
Tel: 914-747-4717
About LIGHTEDWAY ADVISORY SERVICES, INC.
LIGHTEDWAY ADVISORY SERVICES, INC, formally registered with the SEC as LIGHTEDWAY ADVISORY SERVICES, INC. The firm was established in 02/26/2021. They have over 1 offices throughout the country.
LIGHTEDWAY ADVISORY SERVICES, INC. is a Harrison, New York based Financial Planning firm with nearly $95,000,000 assets under management, offering retirement planning & investment advisory services to 230 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312712 |
| SEC# | 801-120390 |
| Assets Managed by Firm | $95,000,000 |
| No. of Clients | 230 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 230 | $95,000,000 |
| Individuals (other than high net worth individuals) | 240 | $69,200,000 |
| High net worth individuals | 10 | $25,000,000 |
| Charitable organizations | 2 | $800,000 |
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