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Building 2LIGHTHOUSE FINANCIAL MANAGEMENT, LLC

Map pinWESTERLY, RI
Phone401-596-3392
NotebookSEC #801-110214
Total AUM
$184.1M
Employees
8
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 BEACH STREET
BUILDING D
WESTERLY
RI 02891
United States
Operating Hours
9AM - 5PM EST
Monday - Friday
Phone
401-596-3392

ReceiptFinancials

Total AUM
$184.1M
Accounts
448
Discretionary
$184.1M
Accounts
448
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$27.5M
HNW Individual Clients
68
AUM
$155.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTLAMANHNYRI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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