LIGHTHOUSE FINANCIAL PLANNING, LLC
Legal name: LIGHTHOUSE FINANCIAL PLANNING
CRD #114093 SEC #801-62709 FOLSOM, CA 916-932-7200
SEC Registered
Total AUM
$49.3M
Discretionary
$49.3M
Employees
1
Clients
51
Accounts
415
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $49.3M | $49.3M | $0 | 1 | 125 |
| Jul 2012 | $49.3M | $49.3M | $0 | 1 | 125 |
| Jun 2012 | $49.3M | $49.3M | $0 | 1 | 125 |
| May 2012 | $49.3M | $49.3M | $0 | 1 | 125 |
| Mar 2012 | $49.3M | $49.3M | $0 | 1 | 125 |
| Mar 2011 | $49.1M | $49.1M | $0 | 5 | -- |
| Mar 2010 | $40.8M | $40.8M | $0 | 5 | -- |
| Jul 2009 | $50M | $50M | $0 | 5 | -- |
| Apr 2009 | $50M | $50M | $0 | 5 | -- |
| Mar 2009 | $50M | $50M | $0 | 5 | -- |
| Oct 2007 | $54M | $54M | $0 | 5 | -- |
| Feb 2007 | $54M | $54M | $0 | 5 | -- |
| Mar 2006 | $42M | $42M | $0 | 5 | -- |
| Jun 2004 | $28M | $26M | $2M | 5 | -- |
| Mar 2004 | $26M | $0 | $26M | 5 | -- |
| Jan 2004 | $26M | $0 | $26M | 5 | -- |
DateJul 2012
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees1
Clients125
DateJul 2012
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees1
Clients125
DateJun 2012
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees1
Clients125
DateMay 2012
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees1
Clients125
DateMar 2012
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees1
Clients125
DateMar 2011
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$28M
Discretionary$26M
Non-Disc.$2M
Employees5
Clients--
DateMar 2004
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees5
Clients--
DateJan 2004
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees5
Clients--