Red Lighthouse Investment Management, LLC
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
FINTRXOverview
Red Lighthouse Investment Management, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC and founded in 2010. The firm is owner-operated and charges clients a percentage of assets under management. Its client mix includes high-net-worth individuals and families as well as institutional relationships. Core advisory services are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and does not describe itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities9%
- Cash & Cash Equivalents2%
- Other1%
Contacts
2 of 2
Mark Sladkus
Founder & PresidentCRD 874154
Gary Link
PartnerCRD 2703651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$253M in ETFs
7%
$18.7M
93%
$235M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $48.1M | 433,053 | 19.01% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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