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Building 2LIGHTHOUSE FINANCIAL

Map pinLARGO, FL
Phone727-490-5797
NotebookSEC #801-128475
Total AUM
$755.6M
Employees
1
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1679 INDIAN ROCKS RD S
LARGO
FL 33774-1026
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
727-490-5797

ReceiptFinancials

Total AUM
$755.6M
Accounts
337
Discretionary
$205.4M
Accounts
334
Non-Discretionary
$550.2M
Accounts
3

ContactClients

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Individual Clients
84
AUM
$27.8M
HNW Individual Clients
48
AUM
$711.9M
Charitable Organization Clients
2
AUM
$15.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNYWA

HandshakeAffiliates

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

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