White Lighthouse Investment Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 108030
- Registered since
- January 17, 2014
- Website
- www.white-lighthouse.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.51%
- Individuals15.47%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Lighthouse Investment Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration recorded in 2014) and serves both individual and family clients as well as institutional investors. Core advisory services listed on filings are financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities88%
- Cash & Cash Equivalents6%
- Private Funds4%
- Investment Grade Corp Bonds2%
Contacts
3 of 7
Jonathan Lachowitz
Financial Planner & Investment ManagerCRD 5778307
Eva Howland
Senior Financial PlannerCRD 6770376
Roberta Tondo
Investment Operations AssociateCRD 5966698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$799M in ETFs
91%
$729M
<1%
$70.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $146M | 1,622,517 | 18.29% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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