Lighthouse Financial Management LLC

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Assets, Funds, Holdings

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CAFR Data
Lighthouse Financial Management LLC
CRD #127748
SEC #801-110214
CIK #
AUM $118.7 MM (100% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Phone401-596-3392
Address85 Beach Street
Westerly, RI 02891
Source [IAPD] [Website]
Total AUM ($MM)
13010478522602006201020152020
Comparable Firms State AUM ($BB)
ADCM LLC
MA 0.1
New City Investments LLC
CA 0.1
JBC Financial Group Inc
CA 0.1
Third Seven Advisors LLC
NY 0.1
Investment Securities Group Inc
CO 0.1
Davis Michael KIM
MA 0.1
Kovalcik & Geraghty Wealth Partners LLP
OH 0.1
Wealthspan Partners LLC
IA 0.1
NorthStar Financial Companies Inc
PA 0.1
Ascendant Wealth Management LLC
FL 0.1
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