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Building 2WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

Map pin
Phone508-471-4431
NotebookSEC #801-79053
Total AUM
$918.6M
Employees
9
Clients
406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
508-471-4431
Other Offices
1

ReceiptFinancials

Total AUM
$918.6M
Accounts
1,311
Discretionary
$888.9M
Accounts
1,272
Non-Discretionary
$29.8M
Accounts
39

ContactClients

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Individual Clients
235
AUM
$142.2M
HNW Individual Clients
170
AUM
$776.3M
Corporation or Business Clients
1
AUM
$157K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMANCNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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