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Building 2LIGHTHOUSE FINANCIAL ADVISORS, INC.

Map pinRED BANK, NJ
Phone(732) 747-6680
NotebookSEC #801-78290
Total AUM
$1.1B
Employees
9
Clients
430

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 HARDING ROAD, SUITE B
RED BANK
NJ 07701
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(732) 747-6680
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,475
Discretionary
$304.8M
Accounts
674
Non-Discretionary
$809.1M
Accounts
1,801

ContactClients

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Individual Clients
221
AUM
$181.6M
HNW Individual Clients
208
AUM
$858.1M
Charitable Organization Clients
1
AUM
$74.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMANCNJNYPATX

HandshakeAffiliates

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

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