National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > brea

LIGHTHOUSE FINANCIAL SERVICES INC

Tel: 714-572-8900
3070 Saturn Street
Suite 101
Brea, California  92821

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

LIGHTHOUSE FINANCIAL SERVICES INC

LIGHTHOUSE FINANCIAL SERVICES INC is a Brea, California based financial advisory firm with nearly $429,837,252 in assets under management and provides investment advisory services for 454 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

110367

SEC#:

801-55848

No. of Clients:

454

Assets under Management

$429,837,252

No. of Advisors:

7

More Financial Advisory Firms in Brea, California

More Firms in Brea, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.