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Building 2LIGHTHOUSE FINANCIAL

Map pinWILMINGTON, DE
Phone302-351-5660
NotebookSEC #801-122261
Total AUM
$100.6M
Employees
4
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 SILVERSIDE ROAD, STE 117
WILMINGTON
DE 19809
United States
Operating Hours
9-5
Monday - Friday
Phone
302-351-5660

ReceiptFinancials

Total AUM
$100.6M
Accounts
402
Discretionary
$100.6M
Accounts
402
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
140
AUM
$46.1M
HNW Individual Clients
25
AUM
$54.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingSecurities Ratings
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMIPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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