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LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
Tel: 401-596-3392
85 Beach Street Building D
Westerly, Rhode Island 02891
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC is a Westerly, Rhode Island based financial advisory firm with nearly $184,117,678 in assets under management and provides investment advisory services for 448 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
127748
SEC#:
801-110214
No. of Clients:
448
Assets under Management
$184,117,678
No. of Advisors:
8
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