Lighthouse Financial Advisors, Inc.
● SEC registered since 2013CRD 121496SEC# 801-78290Red Bank, NJ
Reg. AUM
$1.11B
Employees
9
Accounts
2,475
Location
Red Bank, NJ
Lighthouse Financial Advisors, Inc. assets under management
Lighthouse Financial Advisors, Inc. is an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2013. It reports $1.1 billion in regulatory assets under management and employs 9 people.
Lighthouse Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brennan Guli Control | Chief Compliance Officer/Chief Operating Officer | 25-50% | 2014 |
| Robert Barry Walsh Control | President | 50-75% | 1999 |
Frequently asked questions
How much does Lighthouse Financial Advisors, Inc. manage?
Lighthouse Financial Advisors, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Lighthouse Financial Advisors, Inc. have?
Lighthouse Financial Advisors, Inc. reports 9 employees.
Where is Lighthouse Financial Advisors, Inc. located?
Lighthouse Financial Advisors, Inc. is based in Red Bank, NJ and has been SEC-registered since 2013.
Does Lighthouse Financial Advisors, Inc. disclose fund performance?
Lighthouse Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Harding Road, Suite B, Red Bank, NJ 07701 |
| Phone | (732) 747-6680 |
| Fax | (800) 886-0302 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $304.8MNon-discretionary $809.1M