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Building 2LIGHT FINANCIAL SERVICES, INC.

Map pinFARGO, ND
Phone701.356.5106
NotebookSEC #801-123619
Total AUM
$175.5M
Employees
2
Clients
622

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3575 45TH ST S
SUITE 112
FARGO
ND 58104
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
701.356.5106

ReceiptFinancials

Total AUM
$175.5M
Accounts
1,810
Discretionary
$174.7M
Accounts
1,803
Non-Discretionary
$856.6K
Accounts
7

ContactClients

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Individual Clients
588
AUM
$130.7M
HNW Individual Clients
33
AUM
$42.1M
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COMNND

HandshakeAffiliates

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

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