LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
Tel: 401-596-3392 85 Beach Street Building D Westerly, Rhode Island 02891
About 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
Firm CRD#:
127748
Firm SEC#:
801-110214
Assets Under Management:
$184,117,678
No. of Clients:
448
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors
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