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Building 2LIGHTSQUARE WEALTH MANAGEMENT, LLC

Map pinBINGHAM FARMS, MI
Phone248-641-3540
NotebookSEC #801-128092
Total AUM
$203.5M
Employees
5
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30150 TELEGRAPH ROAD
SUITE 170
BINGHAM FARMS
MI 48025
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
248-641-3540
Other Offices
1

ReceiptFinancials

Total AUM
$203.5M
Accounts
662
Discretionary
$199.9M
Accounts
553
Non-Discretionary
$3.7M
Accounts
109

ContactClients

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Individual Clients
125
AUM
$45.4M
HNW Individual Clients
47
AUM
$158.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMDMINCNYTXVI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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