RIA Intel›Advisers›New Jersey›LIGHTHOUSE FINANCIAL ADVISORS, INC.

LIGHTHOUSE FINANCIAL ADVISORS, INC.

Advisory

N·RED BANK, NJ

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
0.0%
3-Year CAGR
+9.8%
Employees
7
Assets Under Management
Total AUM$1.1B
Discretionary AUM$305M
Non-Discretionary AUM$809M
Discretionary %27.4%
Total Clients395
Team
Total Employees7
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingJun 27, 2013
Latest FilingMar 9, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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