SEC Form ADV

LIGHTHOUSE FINANCIAL SERVICES INC

Registered Investment AdviserCA
$472.5M
Assets Under Management
461
Total Clients
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Registration Details

Accession
CRD-110367
Location
BREA, CA
Filing Date
January 22, 2026
AUM
$472.5M
Total Clients
461
Amendment
No

About this Adviser

LIGHTHOUSE FINANCIAL SERVICES INC is a registered investment adviser headquartered in BREA, CA, managing approximately $472.5M in assets across 461 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.