Lightedway Advisory Services Inc

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Assets, Funds, Holdings

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Lightedway Advisory Services Inc
CRD #312712
SEC #801-120390
CIK #
AUM $77.0 MM (2024-01-31)
Employees 1 (100% Investors, 0% Brokers)
Phone914-747-4717
Address83 Calvert St
Harrison, NY 10528
Source [IAPD] [Website]
Total AUM ($MM)
806448321602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 69 40.0
(b) Individuals (high net worth individuals) 49 37.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 218 77.0
By Discretionary
Discretionary 218 77.0
Non-Discretionary 0 0.0
Total 218 77.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 77.0
Total 218 77.0
Comparable Firms State AUM ($BB)
Layline Advisors LLC
NY 0.1
Eagan Capital Management LLC
NY 0.1
Washington Square Capital Management LLC
NY 0.1
Ralph Parks Investment Group LLC
NY 0.1
Runnymede Capital Management Inc
NJ 0.1
Groesbeck Investment Management Corp
NJ 0.1
Opal Capital LLC
FL 0.1
Dakore Wealth Management LLC
FL 0.1
Compass Investments LLC
PA 0.1
Asset Strategy Retirement Plan Consultants LLC
PA 0.1
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