LIGHTHOUSE FINANCIAL SERVICES INC
CRD #110367 SEC #801-55848 BREA, CA 714-572-8900
SEC Registered
Total AUM
$429.8M
Discretionary
$429.8M
Employees
7
Clients
26
Accounts
454
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | E | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | E | Control |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT, COO, & CCO | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT, COO, & CCO | E | Control |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT, COO, & CCO | E | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT, COO, & CCO | E | Control |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT, COO, & CCO | E | Control |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT, COO, & CCO | E | Control |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT, COO, & CCO | E | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT | D | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT | D | Control |
| MCDANIEL, GEORGE, DALE | I | PRESIDENT | D | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | D | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | D | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | D | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | D | Control |
| MCDANIEL, GEORGE, DALE | I | CHIEF EXECUTIVE OFFICER AND CCO | D | Control |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT, COO, & CCO | D | Control |
| MCDANIEL, SARAH, M | I | SECY./TREAS. | C | Control |
| MCDANIEL, SARAH, M | I | SECY./TREAS. | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| Herman, Muey, Koi | I | PARTNER | B | |
| LOWE, JAYCE, ALAN | I | PARTNER | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | VICE PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| MCDANIEL, ROBERT, GEORGE | I | PRESIDENT | B | |
| VERITY, MICHAEL, ROBERT | I | EQUITY OWNER | A | |
| VERITY, MICHAEL, ROBERT | I | EQUITY OWNER | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, AND CCO | A | |
| VERITY, MICHAEL, ROBERT | I | EQUITY OWNER | A | |
| VERITY, MICHAEL, ROBERT | I | EQUITY OWNER | A | |
| VERITY, MICHAEL, ROBERT | I | EQUITY OWNER | A | |
| VERITY, MICHAEL, ROBERT | I | EQUITY OWNER | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, AND CCO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, AND CCO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, AND CCO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, AND CCO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, AND CCO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, AND CCO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A | |
| VERITY, MICHAEL, ROBERT | I | VICE PRESIDENT AND CIO | A |
Registrations
Federal
IA
Jul 7, 2025 REGISTERED
Notice Filings (22)
AK AR AZ CA CO DE HI MA MD MT NC NE NV NY OH OK OR PA TN TX UT WA
Address
3070 SATURN STREETSUITE 101
BREA, CA 92821
United States
Phone: 714-572-8900