Lighthouse Investment Advisors, Inc.

RIAState Registered

Total AUM

$24M

Discretionary

0% of AUM

Avg account

$126K

Accounts

190

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 283787
Website: www.lhfinancialplan.com
Custodians: CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., ALLIANZ LIFE FINANCIAL SERVICES, LLC
Fee structure: Percentage of AUM, Other
Client types: Individuals79.17%
HNWI20.83%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lighthouse Investment Advisors, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and offers a mix of financial planning, discretionary and nondiscretionary portfolio management for individuals and small businesses, pension consulting and selection of third‑party advisers. Fee arrangements include a percentage of assets under management and other fee structures. Lighthouse does not identify as an active ESG investor and is classified as an independent RIA rather than a broker‑dealer or wirehouse affiliate.