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Building 2FIRST LIGHT RETIREMENT, LLC

Map pinDEL MAR, CA
Phone858-692-1283
NotebookSEC #801-121422
Total AUM
$843.7M
Employees
2
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 CAMINO DEL MAR
DEL MAR
CA 92014
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
858-692-1283

ReceiptFinancials

Total AUM
$843.7M
Accounts
22
Discretionary
$0
Accounts
0
Non-Discretionary
$843.7M
Accounts
22

ContactClients

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Pension/Profit Sharing Plan Clients
22
AUM
$843.7M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDTX

HandshakeAffiliates

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

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