LIGHTHOUSE FINANCIAL SERVICES INC - Financial Advisor in California, Brea

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

About 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

Firm CRD#:

110367

Firm SEC#:

801-55848

Assets Under Management:

$429,837,252

No. of Clients:

454

No. of Advisors:

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

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Top Financial Advisory Firms in California, Brea

FirmCRD#:289950

SEC#:801-111930

No. of Advisors:4

No. of Clients:417

AUM:$153,375,087

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SACKETT WEALTH ADVISORS, INC.

289950

801-111930

417

$153,375,087

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