Overview
Assets Under Management: $869 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 182
Average Client Assets: $4 million
Frequently Asked Questions
LIGHTHOUSE FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121496), LIGHTHOUSE FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
LIGHTHOUSE FINANCIAL ADVISORS, INC. is headquartered in RED BANK, NJ.
LIGHTHOUSE FINANCIAL ADVISORS, INC. serves 182 high-net-worth clients according to their SEC filing dated March 29, 2025. View client details ↓
According to their SEC Form ADV, LIGHTHOUSE FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LIGHTHOUSE FINANCIAL ADVISORS, INC. manages $869 million in client assets according to their SEC filing dated March 29, 2025.
According to their SEC Form ADV, LIGHTHOUSE FINANCIAL ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 182
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.73
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,016
Discretionary Accounts: 519
Non-Discretionary Accounts: 1,497
Regulatory Filings
CRD Number: 121496
Filing ID: 1929315
Last Filing Date: 2025-03-29 14:57:00
Website: https://lfadvisors.com