Red Lighthouse Investment Management, LLC

RIASEC Registered

Total AUM

$612M

Discretionary

$612M

100% of AUM

Avg account

$1.8M

Accounts

343

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 145682
Registered since: March 15, 2010
Website: redlighthouseinvestment.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI90.84%
Pension & Profit Sharing Plans4.38%
Charitable Organizations4.03%
Individuals0.75%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Red Lighthouse Investment Management, LLC is an independent, SEC‑registered Registered Investment Adviser organized as an LLC and operating since 2010. The firm is owned by an individual and serves both high‑net‑worth individuals and families as well as institutional clients. Its advisory work is fee‑based (percentage of AUM) and centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not present itself as an ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant.