CRD: 306258
Lighthouse Advisory Services, Inc.
$9.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-15-2019
- Office Locations
- 1
Office Locations
12718 Shadowline St. Poway CA
About Lighthouse Advisory Services, Inc.
Lighthouse Advisory Services, Inc. is a client-centered advisory firm in Poway, CA focused on long-term relationships and tailored financial planning through life transitions. The firm builds portfolios around clients’ goals and risk tolerance, using asset allocation and risk management with ETFs and mutual funds, including socially responsible options. Custody is through Charles Schwab.
Team overview
-- AVG AGE
$9.6M AVG AUM / ADVISOR
$159.6K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
HUGO LOPEZ
Advisor, Chief Compliance Officer, President
- CRD
- #5649058
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,577,736 | -- |
| Total | $9,577,736 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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