LIGHTHOUSE FINANCIAL LLC
CRD #109251 SEC #801-57055 BROOMFIELD, CO 303-444-1818
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
1
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $92.7M | $92.7M | $0 | 7 | 3 |
| Mar 2020 | $92.7M | $92.7M | $0 | 7 | 3 |
| Jun 2019 | $105.5M | $102.7M | $2.8M | 8 | 2 |
| Apr 2019 | $105.5M | $102.7M | $2.8M | 8 | 2 |
| Mar 2019 | $105.5M | $102.7M | $2.8M | 6 | 2 |
| Jan 2019 | $110.6M | $110.4M | $254.9K | 5 | 2 |
| Mar 2018 | $110.6M | $110.4M | $254.9K | 5 | 2 |
| Mar 2017 | $104.5M | $101.5M | $3.1M | 6 | 200 |
| Feb 2016 | $107.1M | $103.8M | $3.4M | 5 | 300 |
| Mar 2015 | $107M | $96.6M | $10.4M | 5 | 300 |
| Mar 2014 | $113M | $105.6M | $7.5M | 3 | 300 |
| Jan 2013 | $102.1M | $98.3M | $3.8M | 6 | 300 |
| Mar 2012 | $107.5M | $100.1M | $7.4M | 1 | 300 |
| Jun 2011 | $108.4M | $103.6M | $4.9M | 5 | -- |
| Mar 2011 | $108.4M | $103.6M | $4.9M | 5 | -- |
| Apr 2010 | $84.7M | $84.7M | $0 | 5 | -- |
| Apr 2010 | $84.7M | $84.7M | $0 | 5 | -- |
| May 2007 | $57.8M | $50.9M | $6.9M | 10 | -- |
| Mar 2007 | $57.8M | $50.9M | $6.9M | 10 | -- |
| Jan 2007 | $62.1M | $5.3M | $56.9M | -- | -- |
| Nov 2006 | $62.1M | $5.3M | $56.9M | -- | -- |
| Jan 2006 | $62.1M | $5.3M | $56.9M | -- | -- |
| Sep 2005 | $76.4M | $0 | $76.4M | -- | -- |
| Feb 2005 | $76.4M | $0 | $76.4M | -- | -- |
| Jun 2004 | $36.7M | $0 | $36.7M | -- | -- |
| Oct 2003 | $56.5M | $0 | $56.5M | -- | -- |
| May 2001 | $39.6M | $0 | $39.6M | 10 | -- |
| May 2001 | $39.6M | $39.6M | $0 | 10 | -- |
DateJul 2020
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees7
Clients3
DateMar 2020
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees7
Clients3
DateJun 2019
Total AUM$105.5M
Discretionary$102.7M
Non-Disc.$2.8M
Employees8
Clients2
DateApr 2019
Total AUM$105.5M
Discretionary$102.7M
Non-Disc.$2.8M
Employees8
Clients2
DateMar 2019
Total AUM$105.5M
Discretionary$102.7M
Non-Disc.$2.8M
Employees6
Clients2
DateJan 2019
Total AUM$110.6M
Discretionary$110.4M
Non-Disc.$254.9K
Employees5
Clients2
DateMar 2018
Total AUM$110.6M
Discretionary$110.4M
Non-Disc.$254.9K
Employees5
Clients2
DateMar 2017
Total AUM$104.5M
Discretionary$101.5M
Non-Disc.$3.1M
Employees6
Clients200
DateFeb 2016
Total AUM$107.1M
Discretionary$103.8M
Non-Disc.$3.4M
Employees5
Clients300
DateMar 2015
Total AUM$107M
Discretionary$96.6M
Non-Disc.$10.4M
Employees5
Clients300
DateMar 2014
Total AUM$113M
Discretionary$105.6M
Non-Disc.$7.5M
Employees3
Clients300
DateJan 2013
Total AUM$102.1M
Discretionary$98.3M
Non-Disc.$3.8M
Employees6
Clients300
DateMar 2012
Total AUM$107.5M
Discretionary$100.1M
Non-Disc.$7.4M
Employees1
Clients300
DateJun 2011
Total AUM$108.4M
Discretionary$103.6M
Non-Disc.$4.9M
Employees5
Clients--
DateMar 2011
Total AUM$108.4M
Discretionary$103.6M
Non-Disc.$4.9M
Employees5
Clients--
DateApr 2010
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$57.8M
Discretionary$50.9M
Non-Disc.$6.9M
Employees10
Clients--
DateMar 2007
Total AUM$57.8M
Discretionary$50.9M
Non-Disc.$6.9M
Employees10
Clients--
DateJan 2007
Total AUM$62.1M
Discretionary$5.3M
Non-Disc.$56.9M
Employees--
Clients--
DateNov 2006
Total AUM$62.1M
Discretionary$5.3M
Non-Disc.$56.9M
Employees--
Clients--
DateJan 2006
Total AUM$62.1M
Discretionary$5.3M
Non-Disc.$56.9M
Employees--
Clients--
DateSep 2005
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees--
Clients--
DateFeb 2005
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees--
Clients--
DateJun 2004
Total AUM$36.7M
Discretionary$0
Non-Disc.$36.7M
Employees--
Clients--
DateOct 2003
Total AUM$56.5M
Discretionary$0
Non-Disc.$56.5M
Employees--
Clients--
DateMay 2001
Total AUM$39.6M
Discretionary$0
Non-Disc.$39.6M
Employees10
Clients--
DateMay 2001
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees10
Clients--