WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

4 registered advisors·CRD# 108030
SEC# 801-790531508-471-4431
01

Firm Overview

AUM
$511M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
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 WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

4 registered advisors
Alan David Lachowitz
LEXINGTON, Massachusetts
Jonathan Owen Lachowitz
LEXINGTON, Massachusetts
Kathleen Mullin Quintero
LEXINGTON, Massachusetts
Saskia Heijerman-Lachowitz
LEXINGTON, Massachusetts
05

Office Locations

LEXINGTON, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. (CRD# 108030) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.