Lighthouse Financial LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Lighthouse Financial LLC's sole business activity is to act as a promoter (referral agent) on behalf of Petra Financial Services, Inc. to provide new advisory clients to Petra. Former clients of Lighthouse Financial LLC were transitioned to Petra in September 2022.
Fee Structure
Financial Planning:Investment management only
Lighthouse Financial LLC does not have or maintain customer accounts, so there are no fees charged directly to clients. The firm receives income generated from referred client accounts under an agreement with Petra Financial Services, Inc.
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Location
370 Interlocken Blvd., Suite 525, Broomfield, CO, 80021-8009