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LIGHTHOUSE RETIREMENT

MARTIN D. PARLATO & ASSOCIATES, INC.

CRD 147403 · SEC 801-120237

Visit website

90 FORT WADE RD, PONTE VEDRA, FL, 32081, United States

Phone

772-299-7169

Fax

NONE

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$284.6M

Discretionary AUM

$284.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals134$118.2M
High net worth individuals48$166.4M

States served

GA, SC, FL

All web addresses on file

Official SEC filing: View on IAPD