CRD: 131678
Light Financial Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-09-2004
- Office Locations
- 1
Office Locations
About Light Financial Services, Inc.
Light Financial Services is an independent, fee-only firm in Fargo, North Dakota providing financial planning and investment management. The team builds diversified, risk-managed portfolios that lean heavily on ETFs and mutual funds, and often supports entrepreneurs with retirement, tax, and succession planning. Custodies primarily at Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
PAUL ARTHUR LIGHT
Chief Compliance Officer, DIRECTOR, Financial Advisor, General Partner, President, Secretary, TREASURER
- CRD
- #1986167
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Samantha Jo Blanchette
Investment Advisor Representative
- CRD
- #6959312
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,681,675 | $96,884 |
| Non-Discretionary | $856,592 | $122,370 |
| Total | $175,538,267 | $96,982 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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