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LIGHTHOUSE FINANCIAL ADVISORS, INC.
CRD 121496 · SEC 801-78290
3 HARDING ROAD, SUITE B, RED BANK, NJ, 07701, United States
Phone
(732) 747-6680
Fax
(800) 886-0302
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$304.8M
Team
9 total employees; 7 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $181.6M |
| High net worth individuals | 208 | $858.1M |
States served
CA, LA, MA, NJ, NY, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD