LIGHT FINANCIAL SERVICES, INC.
Total AUM
$175.5M
Employees
2Clients
622Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3575 45TH ST S
SUITE 112
FARGO
ND 58104
United States
SUITE 112
FARGO
ND 58104
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
701.356.5106
Financials
Total AUM
$175.5M
Accounts
1,810Discretionary
$174.7M
Accounts
1,803Non-Discretionary
$856.6K
Accounts
7
Clients
Individual Clients
588AUM
$130.7M
HNW Individual Clients
33AUM
$42.1M
Corporation or Business Clients
1AUM
$2.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COMNND
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.