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Lightedway Advisory Services, Inc.

● SEC registered since 2021CRD 312712SEC# 801-120390Harrison, NY
Export (members)
Reg. AUM
$95M
Employees
1
Accounts
230
Location
Harrison, NY

Lightedway Advisory Services, Inc. assets under management

Lightedway Advisory Services, Inc. is an SEC-registered investment adviser based in Harrison, NY. The firm has been registered since 2021. It reports $95 million in regulatory assets under management and employs 1 people.
www.lightedwayadvisory.comView on SEC.gov ↗

Lightedway Advisory Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jonathan M Russo ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Lightedway Advisory Services, Inc. manage?

Lightedway Advisory Services, Inc. reports $95 million in regulatory assets under management on its Form ADV.

How many employees does Lightedway Advisory Services, Inc. have?

Lightedway Advisory Services, Inc. reports 1 employees.

Where is Lightedway Advisory Services, Inc. located?

Lightedway Advisory Services, Inc. is based in Harrison, NY and has been SEC-registered since 2021.

Does Lightedway Advisory Services, Inc. disclose fund performance?

Lightedway Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address83 Calvert St, Harrison, NY 10528
Phone914-747-4717
FaxN/A
Office hours9:00a.m. - 6:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$95M
Non-discretionary$0
Total (RAUM)$95M