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WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$689.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 671.3M |
| Non-Discretionary | 18.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 108030 |
| SEC Number | 801-79053 |
| Phone | 508-471-4431 |
| Total Employees | 9 |
Client Count by Type (357 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 227 |
| High Net Worth Individual… | 129 |
| Corporations/Businesses | 1 |
County data not available for this organization.