Overview
Assets Under Management: $145 million
Headquarters: FARGO, ND
High-Net-Worth Clients: 2
Average Client Assets: $52 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.20
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 1,632
Discretionary Accounts: 1,624
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 131678
Filing ID: 1924284
Last Filing Date: 2025-03-18 15:43:00
Website: https://lightfinancialservices.com