Overview
Assets Under Management: $430 million
Headquarters: BREA, CA
High-Net-Worth Clients: 152
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 454
Discretionary Accounts: 454
Regulatory Filings
CRD Number: 110367
Filing ID: 2002058
Last Filing Date: 2025-07-07 10:16:00
Website: https://lighthouselink.com