|
⚲
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| Lighthouse Financial LLC
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| |
|---|---|
| CRD # | 137277 |
| SEC # | 801-128475 |
| CIK # | |
| AUM | $490.2 MM (2024-03-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 727-490-5797 |
| Address | 1679 Indian Rocks Rd S Largo, FL 33774-1026 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 17.5 |
| (b) Individuals (high net worth individuals) | 38 | 462.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 10.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 490.2 |
| By Discretionary | ||
| Discretionary | 274 | 134.7 |
| Non-Discretionary | 2 | 355.5 |
| Total | 276 | 490.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 490.2 | |
| Total | 276 | 490.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brennan John David
✚
|
CA | 0.5 |
|
Covenant Asset Management LLC
✚
|
NJ | 0.5 |
|
M Kraus & Company
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|
VT | 0.5 |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 0.5 |
|
Benin Management Corp
✚
|
CT | 0.5 |
|
Caldwell Sutter Capital Inc
✚
|
CA | 0.5 |
|
Northwest Financial Services Inc
✚
|
IN | 0.5 |
|
Meridian Investment Counsel Inc
✚
|
CA | 0.5 |
|
ZRC Wealth Management LLC
✚
|
CA | 0.5 |
|
McGowan & Co LLP
✚
|
PA | 0.5 |