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John Roy Edmonds

LIGHTSQUARE WEALTH MANAGEMENT, LLC·BINGHAM FARMS, Michigan
Clean recordLIGHTSQUARE WEALTH MANAGEMENT, LLC
30150 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 5365762Firm CRD# 324958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Roy Edmonds · BINGHAM FARMS, MI
Registration
CRD #5365762 · LIGHTSQUARE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Roy Edmonds is a registered financial advisor based in BINGHAM FARMS, Michigan, affiliated with LIGHTSQUARE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
LIGHTSQUARE WEALTH MANAGEMENT, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
AUM
$113M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LIGHTSQUARE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5365762
Firm CRD# 324958
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Roy Edmonds offer?
John Roy Edmonds specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BINGHAM FARMS, Michigan for a consultation.
What are John Roy Edmonds's credentials?
John Roy Edmonds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Roy Edmonds located?
John Roy Edmonds is based in BINGHAM FARMS, Michigan, working with LIGHTSQUARE WEALTH MANAGEMENT, LLC. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.
How does John Roy Edmonds charge for services?
John Roy Edmonds'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 LIGHTSQUARE WEALTH MANAGEMENT, LLC?
LIGHTSQUARE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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