Lighthouse Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3070 Saturn St Ste 101, Brea, California...

Phone Number

(714) 572-8900

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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1
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About Lighthouse Financial Services

Lighthouse Financial Services, Inc. (LFS), was established in 1992 when"fee-only" advisory firms were in their beginning stages. The founder of LFS recognized early in his career that investment management and wealth management are equally important to high net worth investors. In fact, for most high net worth clients, they are integrally connected and should be analyzed with the understanding that the long-term success of any sophisticated investor depends on how well they manage both. When considering the long reaching impacts of your financial well-being to your family and loved ones, the company understands that no one product or service can empower you to success without a clear understanding of what it is that you want to achieve. The "fee-only" advisory relationship takes the guesswork out of the investment management process and puts you in the driver's seat. The advisors and employees of LFS have built a successful company based on the belief that the way to achieve your invesRead more
Lighthouse Financial Services's Social MediaPopular SearchesLighthouse Financial ServicesLighthouse Financial Services IncLighthouse FinancialLighthouse Financial Service IncLighthouse Financial Services - TaxSIC Code 62,628NAICS Code 52,523Show more

Lighthouse Financial Services Org Chart

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Chief Executive Officer

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Executive Vice President & Chief Information ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lighthouse Financial Serv...

$6.6M
1-10
Private
<$5M
1992
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2002
N/A
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lighthouse Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lighthouse Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lighthouse Financial Services.

Lighthouse Financial Services financials insights

Gather financial insights about Lighthouse Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Lighthouse Financial Services's Financials Insights

Lighthouse Financial Services Tech Stack

A closer look at the technologies used by Lighthouse Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Lighthouse Financial Services

What is Lighthouse Financial Services's official website?
Lighthouse Financial Services's official website is www.lighthouselink.com
What is Lighthouse Financial Services's Revenue?
Lighthouse Financial Services's revenue is $6.6 Million
What is Lighthouse Financial Services's SIC code?
Lighthouse Financial Services's SIC: 62,628
What is Lighthouse Financial Services's NAICS code?
Lighthouse Financial Services's NAICS: 52,523
How many employees does Lighthouse Financial Services have?
Lighthouse Financial Services has 1-10 employees
What industry does Lighthouse Financial Services belong to?
Lighthouse Financial Services is in the industry of: Finance, Securities Trading
What is Lighthouse Financial Services competition?
Lighthouse Financial Services top competitors include: Radnor Financial Advisors, Fountainhead Wealth, Horizon Advisors, Stockade Wealth Management
What technology does Lighthouse Financial Services use?
Some of the popular technologies that Lighthouse Financial Services uses are: WordPress.org, PHP, Cloudflare CDN, Marketing 360
How do I contact Lighthouse Financial Services?
Lighthouse Financial Services contact info: Phone number: (714) 572-8900 Website: www.lighthouselink.com
What does Lighthouse Financial Services do?

Lighthouse Financial Services, Inc. (LFS), was established in 1992 when"fee-only" advisory firms were in their beginning stages. The founder of LFS recognized early in his career that investment management and wealth management are equally important to high net worth investors. In fact, for most high net worth clients, they are integrally connected... and should be analyzed with the understanding that the long-term success of any sophisticated investor depends on how well they manage both. When considering the long reaching impacts of your financial well-being to your family and loved ones, the company understands that no one product or service can empower you to success without a clear understanding of what it is that you want to achieve. The "fee-only" advisory relationship takes the guesswork out of the investment management process and puts you in the driver's seat. The advisors and employees of LFS have built a successful company based on the belief that the way to achieve your investment goals is to work with you individually. The company's financial success is directly connected to the long-term relationships that the company develops with clients and the quality of the company's advice.Read More

What are Lighthouse Financial Services social media links?
Lighthouse Financial Services Linkedin page Lighthouse Financial Services Twitter page Lighthouse Financial Services Facebook page
Is Lighthouse Financial Services a public company?
Lighthouse Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Lighthouse Financial Services

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