Lighthouse Financial Services Inc

  • Investment Bank/Securities Brokerage
  • Brea CA
  • 15 employees
  • Investment Management
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Company Overview

Headquarters
3070 Saturn St. Suite 101, Brea CA
Website
lighthouselink.com
Phone
(714) 572-****
Employees
15
Founded in
1992
Industry
Investment Bank/Securities Brokerage
NAICS Code
561, 56
SIC Code
621, 62, 6211
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Financials & Stats

Revenue

$7B

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Who is Lighthouse Financial Services Inc

Lighthouse Financial Services Inc. is a Registered Investment Advisor located in Brea, California. The company employs 15 people and generates $6.8 million in annual revenue. Lighthouse Financial Services Inc. provides investment management and wealth management services to high net worth investors. The company focuses on a personalized approach to financial planning, guiding clients through various market cycles and helping them achieve their financial goals. The firm emphasizes a time-tested investment decision process that incorporates strategic asset allocation tailored to each phase of the investment business cycle. Lighthouse Financial Services Inc. believes in a holistic approach, recognizing the interconnectedness of investment management and wealth management for long-term success. For more information, please visit their website at lighthouselink.com.

Company Leadership

Robert McDaniel

Chief Executive Officer

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Deborah Bettencourt

President

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Lighthouse Financial Services Inc Industry Tags

Portfolio Management
Financial Planning
Retirement Planning
Tax Planning
Advice on the use of various types of Trusts
Estate Planning Vehicles
Risk Assessment
Stock Option Planning
Investment Management
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Lighthouse Financial Services Inc Tech Stack

JavaScript
HTML
PHP
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Companies Similar to Lighthouse Financial Services Inc

Analyze industry trends and opportunities by examining competitors and companies comparable to Lighthouse Financial Services Inc, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
7M 8 Pittsford, NY 1994
7M 17 Houston, TX 1996
7M 20 San Francisco, CA 1937
7M 16 New York, NY 1983
7M 2 Fort Lauderdale, FL
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FAQ

What is the location of Lighthouse Financial Services Inc's headquarters?
The headquarters of Lighthouse Financial Services Inc are situated at 3070 Saturn St. Suite 101, Brea CA
What is Lighthouse Financial Services Inc's phone number?
Lighthouse Financial Services Inc's contact number is (714) 572-****.
What is Lighthouse Financial Services Inc's official website?
The official website of Lighthouse Financial Services Inc can be found at lighthouselink.com.
What is Lighthouse Financial Services Inc's current revenue?
As of January 2015, Lighthouse Financial Services Inc's annual revenue reached $7B.
How many employees does Lighthouse Financial Services Inc currently have?
Lighthouse Financial Services Inc employs approximately 15+ people as of January 2015
Which industries is Lighthouse Financial Services Inc primarily operating in?
Lighthouse Financial Services Inc operates in the following industries: Investment Management
Who is the Chief Executive Officer of Lighthouse Financial Services Inc?
Lighthouse Financial Services Inc's Chief Executive Officer is Robert McDaniel
What are Lighthouse Financial Services Inc's industry tags?
Lighthouse Financial Services Inc's industry tags include: Portfolio Management, Financial Planning, Retirement Planning
When was Lighthouse Financial Services Inc founded?
Lighthouse Financial Services Inc was founded in 1992.

Employee Directory

Key Employees

George McDaniel

CEO and Founder

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Mike Verity

Vice President and Chief Investment Officer

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