White Lighthouse Investment Management S.A.R.L.
Firm details
- Headquarters
- 1003 Lausanne,
- CRD number
- 172284
- Registered since
- October 6, 2014
- Website
- www.white-lighthouse.ch
- Custodians
- SWISSQUOTE
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.97%
- Individuals5.01%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Lighthouse Investment Management S.A.R.L. is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2014. The firm serves both individual/family and institutional clients and is owned by an individual. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Jonathan Lachowitz
Financial Planner & Investment ManagerCRD 5778307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
1003 Lausanne, null
Location
1003 Lausanne, null
Headquartered in 1003 Lausanne, null.
- Address
- Rue Du Grandchne 8
- Office locations
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