FIRST LIGHT RETIREMENT, LLC
CRD #314509 SEC #801-121422 DEL MAR, CA 858-692-1283
SEC Registered
Total AUM
$717.7M
Discretionary
$0
Employees
2
Clients
--
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $717.7M | $0 | $717.7M | 2 | 21 |
| Jan 2024 | $666.2M | $0 | $666.2M | 2 | 0 |
| Mar 2023 | $571.1M | $0 | $571.1M | 2 | 0 |
| Feb 2023 | $668M | $0 | $668M | 2 | 0 |
| Jan 2023 | $668M | $0 | $668M | 2 | 0 |
| Jan 2022 | $668M | $0 | $668M | 2 | 0 |
| Oct 2021 | $494.5M | $0 | $494.5M | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
| May 2021 | $0 | $0 | $0 | 2 | 0 |
| May 2021 | $0 | $0 | $0 | 2 | 0 |
| May 2021 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$717.7M
Discretionary$0
Non-Disc.$717.7M
Employees2
Clients21
DateJan 2024
Total AUM$666.2M
Discretionary$0
Non-Disc.$666.2M
Employees2
Clients0
DateMar 2023
Total AUM$571.1M
Discretionary$0
Non-Disc.$571.1M
Employees2
Clients0
DateFeb 2023
Total AUM$668M
Discretionary$0
Non-Disc.$668M
Employees2
Clients0
DateJan 2023
Total AUM$668M
Discretionary$0
Non-Disc.$668M
Employees2
Clients0
DateJan 2022
Total AUM$668M
Discretionary$0
Non-Disc.$668M
Employees2
Clients0
DateOct 2021
Total AUM$494.5M
Discretionary$0
Non-Disc.$494.5M
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0