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Building 2LIGHTCAP FINANCIAL GROUP, LLC

Map pinSAN DIEGO, CA
Phone858-752-4443
NotebookSEC #801-132050
Total AUM
$11.3M
Employees
1
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2869 HISTORIC DECATUR RD.
SAN DIEGO
CA 92106
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
858-752-4443

ReceiptFinancials

Total AUM
$11.3M
Accounts
132
Discretionary
$11.3M
Accounts
132
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$7.6M
HNW Individual Clients
5
AUM
$3.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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