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Jonathan Owen Lachowitz

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.·LEXINGTON, Massachusetts
Clean recordWHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
114 WALTHAM STREET, LEXINGTON, MA 02421CRD# 5778307Firm CRD# 108030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Owen Lachowitz · LEXINGTON, MA
Registration
CRD #5778307 · WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Owen Lachowitz is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
AUM
$511M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5778307
Firm CRD# 108030
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Owen Lachowitz offer?
Jonathan Owen Lachowitz specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Jonathan Owen Lachowitz's credentials?
Jonathan Owen Lachowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Owen Lachowitz located?
Jonathan Owen Lachowitz is based in LEXINGTON, Massachusetts, working with WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Jonathan Owen Lachowitz charge for services?
Jonathan Owen Lachowitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.?
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. has approximately 8 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

Saskia Heijerman-Lachowitz
LEXINGTON, MA
Alan David Lachowitz
LEXINGTON, MA
Kathleen Mullin Quintero
LEXINGTON, MA

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Research
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