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LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
WESTERLY, Rhode Island
·
2 registered advisors
·
CRD# 127748
SEC# 801-110214
0
401-596-3392
01
Firm Overview
AUM
$171M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
2 registered advisors
Maureen Joy Poplaski
WESTERLY, Rhode Island
CRD# 5708657
Stephen Charles Poplaski
WESTERLY, Rhode Island
CRD# 4696023
05
Office Locations
WESTERLY, Rhode Island
2 advisors
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Data sourced from SEC Form ADV filings. LIGHTHOUSE FINANCIAL MANAGEMENT, LLC (CRD# 127748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.