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Building 2LIGHTHOUSE RETIREMENT

Map pinPONTE VEDRA, FL
Phone772-299-7169
NotebookSEC #801-120237
Total AUM
$284.6M
Employees
1
Clients
182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 FORT WADE RD
PONTE VEDRA
FL 32081
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
772-299-7169

ReceiptFinancials

Total AUM
$284.6M
Accounts
496
Discretionary
$284.6M
Accounts
496
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
134
AUM
$118.2M
HNW Individual Clients
48
AUM
$166.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLGASC

HandshakeAffiliates

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

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