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LIGHTHOUSE FINANCIAL SERVICES INC

BREA, CA · CRD 110367 · IAPD ↗ · 714-572-8900

$472.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
February 2024 — LIGHTHOUSE FINANCIAL SERVICES INC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.