Sign in
Create a free account
LIGHTHOUSE FINANCIAL PLANNING
FOLSOM, CA
916-932-7200
SEC #801-62709Total AUM
$49.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 PARK SHORE DRIVE, SUITE 100
FOLSOM
CA 95630
United States
FOLSOM
CA 95630
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
916-932-7200
Financials
Total AUM
$49.3M
Accounts
415Discretionary
$49.3M
Accounts
415Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.