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Home > Retirement Planners > rhode island > westerly > LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
85 Beach Street
Building D
Westerly, Rhode Island 02891
Tel: 401-596-3392
About LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as LIGHTHOUSE FINANCIAL MANAGEMENT, LLC. The firm was established in 03/28/2017. They have over 1 offices throughout the country.
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC is a Westerly, Rhode Island based Financial Planning firm with nearly $184,117,678 assets under management, offering retirement planning & investment advisory services to 448 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127748 |
| SEC# | 801-110214 |
| Assets Managed by Firm | $184,117,678 |
| No. of Clients | 448 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 448 | $184,117,678 |
| Individuals (other than high net worth individuals) | 51 | $27,491,300 |
| High net worth individuals | 68 | $155,517,792 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,108,586 |
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