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Building 2HARBOR LIGHT PLANNING

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Phone248-344-9616
NotebookSEC #801-136411
Total AUM
$111.1M
Employees
1
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
248-344-9616

ReceiptFinancials

Total AUM
$111.1M
Accounts
314
Discretionary
$111.1M
Accounts
314
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$8.3M
HNW Individual Clients
51
AUM
$102.8M

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
MI

HandshakeAffiliates

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

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