Lighthouse Financial, based out of Wilmington, DE, is a reputable investment advisory firm serving over 120 individual clients. With a remarkable $100,574,000 in assets under management, they have established themselves as a trusted partner in financial management. Catering to both employer 401Ks and individual investors, Lighthouse Financial boasts extensive experience in this dynamic field.
With a sole office located in Wilmington, Lighthouse Financial strategically positions itself to provide personalized and dedicated service to its clients. Their team of four skilled professionals, including three investment advisors, work d...
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Assets Under Mgmt
$100.57M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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