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Building 2LIGHTHOUSE FINANCIAL SERVICES INC

Map pinBREA, CA
Phone714-572-8900
NotebookSEC #801-55848
Total AUM
$472.5M
Employees
6
Clients
461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3070 SATURN STREET
SUITE 101
BREA
CA 92821
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
714-572-8900
Other Offices
4

ReceiptFinancials

Total AUM
$472.5M
Accounts
461
Discretionary
$472.5M
Accounts
461
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
299
AUM
$114.8M
HNW Individual Clients
159
AUM
$349.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
1
AUM
$760.9K
Corporation or Business Clients
1
AUM
$5.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACODEHIMAMDMTNCNENVNYOHOKORPATNTXUTWA

HandshakeAffiliates

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

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