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LIGHTHOUSE FINANCIAL SERVICES INC
CRD 110367 · SEC 801-55848
3070 SATURN STREET, SUITE 101, BREA, CA, 92821, United States
Phone
714-572-8900
Fax
714-572-4489
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$472.5M
Discretionary AUM
$472.5M
Team
6 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $114.8M |
| High net worth individuals | 159 | $349.7M |
| Pension/profit sharing plans | 1 | $2.1M |
| Charitable organizations | 1 | $761K |
| Corporations/business entities | 1 | $5.2M |
States served
AK, AZ, AR, CA, CO, DE, MD, MA, MT, NE, NV, NY, NC, OH, OK, OR, PA, TN, UT, WA, TX, HI
All web addresses on file
- https://www.youtube.com/channel/UCrhLdHswDyhMk-ixw7i6olg
- HTTPS://TWITTER.COM/LIGHTHOUSELINK1
- HTTPS://WWW.FACEBOOK.COM/LIGHTHOUSEFINANCIALSERVICESINC/
- https://itunes.apple.com/us/podcast/lfs-build-your-wealth/id1447313006?mt=2
- HTTPS://WWW.YELP.COM/BIZ/LIGHTHOUSE-FINANCIAL-SERVICES-BREA-2
- HTTP://WWW.LIGHTHOUSELINK.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/LIGHTHOUSE-FINANCIAL-SERVICES-INC
Official SEC filing: View on IAPD