Investment adviser · CRD 114093

LIGHTHOUSE FINANCIAL PLANNING

Investment adviser filing (IA)

LIGHTHOUSE FINANCIAL PLANNING, LLC

FOLSOM, CA, United States · Form ADV filed Jul 30, 2012

Regulatory AUM
$49.3M
Form ADV · Item 5.F
Client accounts
415
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 30, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

101 PARK SHORE DRIVE, SUITE 100
FOLSOM, CA, 95630, United States

CRD 114093

Filing source

Form ADV 662088 · Jul 30, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.