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Building 2RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Map pin
Phone917-660-0980
NotebookSEC #801-71211
Total AUM
$612.2M
Employees
1
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 5:30 PM
BY APPOINTMENT
Phone
917-660-0980

ReceiptFinancials

Total AUM
$612.2M
Accounts
343
Discretionary
$612.2M
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$4.6M
HNW Individual Clients
81
AUM
$556.1M
Pension/Profit Sharing Plan Clients
1
AUM
$26.8M
Charitable Organization Clients
5
AUM
$24.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTMENYVT

HandshakeAffiliates

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

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