| Name | Title | Ownership | Since |
|---|---|---|---|
| Jayce Alan Lowe | Partner | 10-25% | 2025 |
| Michael Robert Verity Control | Vice President & Chief Investment Officer | 25-50% | 2013 |
| Muey Koi Herman | Partner | 10-25% | 2025 |
Lighthouse Financial Services Inc reports $429.8 million in regulatory assets under management on its Form ADV.
Lighthouse Financial Services Inc reports 7 employees.
Lighthouse Financial Services Inc is based in Brea, CA and has been SEC-registered since 1988.
Lighthouse Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3070 Saturn Street, Suite 101, Brea, CA 92821 |
| Phone | 714-572-8900 |
| Fax | 714-572-4489 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $429.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $429.8M |