3575 45th St S
Suite 112
Fargo, North Dakota 58104
Tel: 701.356.5106
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 $103,837,312 assets under management, offering retirement planning & investment advisory services to 1546 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 131678 |
SEC# | 801-123619 |
Assets Managed by Firm | $103,837,312 |
No. of Clients | 1546 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1546 | $103,837,312 |
Individuals (other than high net worth individuals) | 577 | $84,117,213 |
High net worth individuals | 16 | $19,720,099 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,325,396,107 | 2537 | 29 | |
$851,352,802 | 11 | 5 | |
$193,704,748 | 19 | 1 | |
$169,427,001 | 399 | 1 | |
$158,396,000 | 1891 | 12 |
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