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| Lighthouse Financial Advisors Inc
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| |
|---|---|
| CRD # | 121496 |
| SEC # | 801-78290 |
| CIK # | 0001623210 |
| AUM | $713.8 MM (2024-03-18) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 732-747-6680 |
| Address | 3 Harding Road, Suite B Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 145.8 |
| (b) Individuals (high net worth individuals) | 154 | 526.9 |
| (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 | 41.2 |
| (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 | 2,043 | 713.8 |
| By Discretionary | ||
| Discretionary | 411 | 203.4 |
| Non-Discretionary | 1,632 | 510.4 |
| Total | 2,043 | 713.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.8 | |
| Total | 2,043 | 713.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001623210] |
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Sage Rhino Capital LLC
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Leonard Rickey Investment Advisors PLLC
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