LIGHTHOUSE FINANCIAL MANAGEMENT, LLC - Financial Advisor in Rhode Island, Westerly

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

No. of Advisors:

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

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