LIGHTHOUSE FINANCIAL PLANNING, LLC

LIGHTHOUSE FINANCIAL PLANNING
FOLSOM, California·2 registered advisors·CRD# 114093
SEC# 801-62709916-932-7200
01

Firm Overview

AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LIGHTHOUSE FINANCIAL PLANNING, LLC

2 registered advisors
Deborah Sue Grose
FOLSOM, California
James Richard Johnson
FOLSOM, California
05

Office Locations

FOLSOM, California
2 advisors

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Data sourced from SEC Form ADV filings. LIGHTHOUSE FINANCIAL PLANNING, LLC (CRD# 114093) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.