This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- ValueBridge catalyst
- Established Date
- 06-17-2008
- Office Locations
- 1
Office Locations
About Lighthouse Retirement
Lighthouse Retirement is a Jacksonville, FL RIA providing retirement-focused financial planning and portfolio management, including tax and estate planning and insurance guidance, for individuals and business owners. The firm emphasizes clear, plain-language answers and truthfulness, led by president/CCO Martin Douglas Parlato (a long-time radio voice). Portfolios skew heavily to ETFs with an asset-allocation and risk-management approach; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARTIN DOUGLAS PARLATO
Chief Compliance Officer, President
- CRD
- #4556365
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,640,031 | $573,871 |
| Non-Discretionary | $0 | -- |
| Total | $284,640,031 | $573,871 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $284,640,031
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $305,038,690 | 9.5% |
| Other | $796,311,528 | 24.8% |
| Cash | $250,452,819 | 7.8% |
| Derivatives | $667,874,185 | 20.8% |
| Public Funds | $372,468,296 | 11.6% |
| U.S. Government/Agency | $818,788,064 | 25.5% |
| Total | $3,210,933,582 | 100.0% |