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LIGHTHOUSE RETIREMENT

Tel: 772-299-7169
12724 Gran Bay Pky.
#453
Jacksonville, Florida  32258

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LIGHTHOUSE RETIREMENT

LIGHTHOUSE RETIREMENT is a Jacksonville, Florida based financial advisory firm with nearly $139,022,779 in assets under management and provides investment advisory services for 281 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

147403

SEC#:

801-120237

No. of Clients:

281

Assets under Management

$139,022,779

No. of Advisors:

1

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