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Home > Retirement Planners > north dakota > fargo > LIGHT FINANCIAL SERVICES, INC.
LIGHT FINANCIAL SERVICES, INC.
3575 45th St S
Suite 112
Fargo, North Dakota 58104
Tel: 701.356.5106
About LIGHT FINANCIAL SERVICES, INC.
LIGHT FINANCIAL SERVICES, INC, formally registered with the SEC as LIGHT FINANCIAL SERVICES, INC. The firm was established in 04/05/2022. They have over 1 offices throughout the country.
LIGHT FINANCIAL SERVICES, INC. is a Fargo, North Dakota based Financial Planning firm with nearly $125,790,175 assets under management, offering retirement planning & investment advisory services to 1599 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131678 |
| SEC# | 801-123619 |
| Assets Managed by Firm | $125,790,175 |
| No. of Clients | 1599 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1599 | $125,790,175 |
| Individuals (other than high net worth individuals) | 575 | $91,055,172 |
| High net worth individuals | 26 | $34,735,003 |
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