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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
About Lighthouse Financial, LLC
Lighthouse Financial, LLC is a Marblehead, MA registered investment adviser providing financial and investment planning. The firm emphasizes asset-allocation portfolios using ETFs, mutual funds, and fixed income, with access to alternatives where appropriate. Planning includes tax, estate, charitable, and insurance strategies, serving individuals and entrepreneurs; custody includes Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Dawna L Deiana
Owner, Principal
- CRD
- --
- Ownership
- 50% but less than 75%
Robert Vincent Deiana Jr
Chief Compliance Officer, Owner, Principal
- CRD
- #2973634
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DANIEL FRANCIS HAWTHORNE
Financial Advisor, General Partner
- CRD
- #6340199
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,322,313 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,322,313 | -- |
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Separately Managed Accounts
Total SMA Asset: $99,322,313
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $485,312,973 | 11.1% |
| Public Funds | $1,232,957,283 | 28.2% |
| Corporate - Investment Grade | $839,460,278 | 19.2% |
| Other | $371,636,061 | 8.5% |
| Equity - OTC | $376,008,250 | 8.6% |
| Cash | $1,066,814,103 | 24.4% |
| Total | $4,372,188,948 | 100.0% |