1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LIGHTHOUSE FINANCIAL MANAGEMENT, LLC

Map pinWESTERLY, RI
Phone401-596-3392
NotebookSEC #801-68138
Total AUM
$61.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 BEACH STREET
BLDG D-UNIT 17A
WESTERLY
RI 02891
United States
Operating Hours
9AM - 5PM EST
Monday - Friday
Phone
401-596-3392

ReceiptFinancials

Total AUM
$61.3M
Accounts
311
Discretionary
$61.3M
Accounts
311
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account