PPrivate Fund Data Log in Join · $37/mo

Lighthouse Financial Advisors, Inc.

● SEC registered since 2013CRD 121496SEC# 801-78290Red Bank, NJ
Export (members)
Reg. AUM
$869.2M
Employees
9
Accounts
2,016
Location
Red Bank, NJ

Lighthouse Financial Advisors, Inc. assets under management

Lighthouse Financial Advisors, Inc. is an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2013. It reports $869.2 million in regulatory assets under management and employs 9 people.
www.lfadvisors.comView on SEC.gov ↗

Lighthouse Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brennan Guli ControlChief Compliance Officer/Chief Operating Officer25-50%2014
Robert Barry Walsh ControlPresident50-75%1999

Frequently asked questions

How much does Lighthouse Financial Advisors, Inc. manage?

Lighthouse Financial Advisors, Inc. reports $869.2 million in regulatory assets under management on its Form ADV.

How many employees does Lighthouse Financial Advisors, Inc. have?

Lighthouse Financial Advisors, Inc. reports 9 employees.

Where is Lighthouse Financial Advisors, Inc. located?

Lighthouse Financial Advisors, Inc. is based in Red Bank, NJ and has been SEC-registered since 2013.

Does Lighthouse Financial Advisors, Inc. disclose fund performance?

Lighthouse Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 Harding Road, Suite B, Red Bank, NJ 07701
Phone(732) 747-6680
Fax(800) 886-0302
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$319.6M
Non-discretionary$549.6M
Total (RAUM)$869.2M