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George William Bonney

LIGHTHOUSE WEALTH STRATEGIES, LLC·GIG HARBOR, Washington
Unclaimed Profile
3312 ROSEDALE ST, GIG HARBOR, WA 98335CRD# 1362160Firm CRD# 299334
01

About

George William Bonney is a registered financial advisor based in GIG HARBOR, Washington, affiliated with LIGHTHOUSE WEALTH STRATEGIES, LLC. 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
03

Firm Overview

Firm
LIGHTHOUSE WEALTH STRATEGIES, LLC
LIGHTHOUSE WEALTH STRATEGIES, LLC
AUM
$637M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at LIGHTHOUSE WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1362160
Firm CRD# 299334
7 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George William Bonney offer?
George William Bonney specializes in Financial Planning, Investment Management. Contact their office in GIG HARBOR, Washington for a consultation.
What are George William Bonney's credentials?
George William Bonney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George William Bonney located?
George William Bonney is based in GIG HARBOR, Washington, working with LIGHTHOUSE WEALTH STRATEGIES, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does George William Bonney charge for services?
George William Bonney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIGHTHOUSE WEALTH STRATEGIES, LLC?
LIGHTHOUSE WEALTH STRATEGIES, LLC has approximately 11 employees and manages $637M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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