firm profile
Lighthouse Financial Services Inc
Overview
Lighthouse Financial Services Inc is an SEC registered investment adviser based in Brea, CA, registered since 1988. It reports $473M in assets under management across 461 accounts, with 6 employees. It has 4 investment adviser representatives.
- Reported AUM
- $473M
- Discretionary
- 100%
- Accounts
- 461
- Average account
- $1M
- Employees
- 6
- Advisory reps
- 4
- Registered since
- 1988
- Jurisdictions
- 22
As reported in the firm's January 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Robert George McDaniel President, Chief Operating Officer, Chief Compliance Officer CRD 3028236
- Michael Robert Verity Vice President, Chief Investment Officer CRD 5848445
- Jayce Alan Lowe Partner CRD 6036668
1 more executive officer, with direct contact details
Advisory reps 3 of 4
- Jayce Alan Lowe Investment Adviser Rep CRD 6036668
- Robert George Mcdaniel Investment Adviser Rep CRD 3028236
- Christopher Brian Soukup Insurance Agent · Investment Adviser Rep CRD 5414513
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 3070 Saturn St Ste 101
Brea, CA 92821 - County
- Orange
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- SEC registered
- Registered in 22 jurisdictions
- Website: itunes.apple.com/us/podcast/lfs-build-your-wealth/id1447313006?mt=2
Every state, with registration dates
Similar firms near Brea
- Sackett Wealth Advisors, Inc.Brea, CA$212M AUM
- Investlinc Wealth ServicesBrea, CA$116M AUM
- Anchor Financial GroupBrea, CA$102M AUM
- Smart PortfolioBrea, CA$44.1M AUM
- Des Financial Group, LLCBrea, CA$34.1M AUM
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