Active
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
Investment Advice|WESTERLY, RI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$184.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 184.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 127748 |
| SEC Number | 801-110214 |
| Street Address | 85 BEACH STREET |
| Street Address 2 | BUILDING D |
| Location | WESTERLY, RI 02891 |
| Country | United States |
| Phone | 401-596-3392 |
| Fax | 401-596-3332 |
| Total Employees | 8 |
Client Count by Type (119 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 68 |
| Individuals (other than H… | 51 |
Community Partners
TOWN OF CHARLESTOWN
TOWN OF EXETER
TOWN OF HOPKINTON
TOWN OF NARRAGANSETT
TOWN OF NEW SHOREHAM
TOWN OF NORTH KINGSTOWN
TOWN OF RICHMOND
TOWN OF SOUTH KINGSTOWN
TOWN OF CHARLESTOWN
TOWN OF EXETER
TOWN OF HOPKINTON
TOWN OF NARRAGANSETT
TOWN OF NEW SHOREHAM
TOWN OF NORTH KINGSTOWN
TOWN OF RICHMOND
TOWN OF SOUTH KINGSTOWN
TOWN OF CHARLESTOWN
TOWN OF EXETER
TOWN OF HOPKINTON
TOWN OF NARRAGANSETT
TOWN OF NEW SHOREHAM
TOWN OF NORTH KINGSTOWN
TOWN OF RICHMOND
TOWN OF SOUTH KINGSTOWN
Municipal Government
8 Active
8
Organizations
ASHAWAY FIRE DISTRICT
BLOCK ISLAND UTILITY DISTRICT
BONNET SHORES FIRE DISTRICT
BRADFORD FIRE DISTRICT
CHARLESTOWN FIRE DISTRICT
DUNNS CORNER FIRE DISTRICT
DUNNS CORNERS FIRE DEPARTMENT
EXETER FIRE DISTRICT
HOPE VALLEY WYOMING FIRE DISTRICT
HOUSING AUTHORITY OF THE TOWN OF SOUTH KINGSTOWN
INDIAN LAKE SHORES FIRE DISTRICT
KINGSTON FIRE DISTRICT
KINGSTON WATER DISTRICT
MISQUAMICUT FIRE DISTRICT
NARRAGANSETT HOUSING AUTHORITY
NEW SHOREHAM WATER DISTRICT
QUONOCHONTAUG CENTRAL BEACH FIRE DISTRICT
QUONOCHONTAUG EAST BEACH WATER DISTRICT
RICHMOND CAROLINA FIRE DISTRICT
SHADY HARBOR FIRE DISTRICT
ASHAWAY FIRE DISTRICT
BLOCK ISLAND UTILITY DISTRICT
BONNET SHORES FIRE DISTRICT
BRADFORD FIRE DISTRICT
CHARLESTOWN FIRE DISTRICT
DUNNS CORNER FIRE DISTRICT
DUNNS CORNERS FIRE DEPARTMENT
EXETER FIRE DISTRICT
HOPE VALLEY WYOMING FIRE DISTRICT
HOUSING AUTHORITY OF THE TOWN OF SOUTH KINGSTOWN
INDIAN LAKE SHORES FIRE DISTRICT
KINGSTON FIRE DISTRICT
KINGSTON WATER DISTRICT
MISQUAMICUT FIRE DISTRICT
NARRAGANSETT HOUSING AUTHORITY
NEW SHOREHAM WATER DISTRICT
QUONOCHONTAUG CENTRAL BEACH FIRE DISTRICT
QUONOCHONTAUG EAST BEACH WATER DISTRICT
RICHMOND CAROLINA FIRE DISTRICT
SHADY HARBOR FIRE DISTRICT
ASHAWAY FIRE DISTRICT
BLOCK ISLAND UTILITY DISTRICT
BONNET SHORES FIRE DISTRICT
BRADFORD FIRE DISTRICT
CHARLESTOWN FIRE DISTRICT
DUNNS CORNER FIRE DISTRICT
DUNNS CORNERS FIRE DEPARTMENT
EXETER FIRE DISTRICT
HOPE VALLEY WYOMING FIRE DISTRICT
HOUSING AUTHORITY OF THE TOWN OF SOUTH KINGSTOWN
INDIAN LAKE SHORES FIRE DISTRICT
KINGSTON FIRE DISTRICT
KINGSTON WATER DISTRICT
MISQUAMICUT FIRE DISTRICT
NARRAGANSETT HOUSING AUTHORITY
NEW SHOREHAM WATER DISTRICT
QUONOCHONTAUG CENTRAL BEACH FIRE DISTRICT
QUONOCHONTAUG EAST BEACH WATER DISTRICT
RICHMOND CAROLINA FIRE DISTRICT
SHADY HARBOR FIRE DISTRICT
Special District
30 Active
30
Organizations
CHARIHO REGIONAL SCHOOL DISTRICT
EXETER-WEST GREENWICH REGIONAL SCHOOL DISTRICT
NARRAGANSETT SCHOOLS SYSTEM
NEW SHOREHAM SCHOOL DEPARTMENT
NORTH KINGSTOWN SCHOOL DEPARTMENT
NORTH KINGSTOWN TOWN SCHOOLS
SOUTH KINGSTOWN SCHOOL DEPARTMENT
SOUTH KINGSTOWN TOWN SCHOOLS
TOWN OF WESTERLY
WESTERLY TOWN SCHS
CHARIHO REGIONAL SCHOOL DISTRICT
EXETER-WEST GREENWICH REGIONAL SCHOOL DISTRICT
NARRAGANSETT SCHOOLS SYSTEM
NEW SHOREHAM SCHOOL DEPARTMENT
NORTH KINGSTOWN SCHOOL DEPARTMENT
NORTH KINGSTOWN TOWN SCHOOLS
SOUTH KINGSTOWN SCHOOL DEPARTMENT
SOUTH KINGSTOWN TOWN SCHOOLS
TOWN OF WESTERLY
WESTERLY TOWN SCHS
CHARIHO REGIONAL SCHOOL DISTRICT
EXETER-WEST GREENWICH REGIONAL SCHOOL DISTRICT
NARRAGANSETT SCHOOLS SYSTEM
NEW SHOREHAM SCHOOL DEPARTMENT
NORTH KINGSTOWN SCHOOL DEPARTMENT
NORTH KINGSTOWN TOWN SCHOOLS
SOUTH KINGSTOWN SCHOOL DEPARTMENT
SOUTH KINGSTOWN TOWN SCHOOLS
TOWN OF WESTERLY
WESTERLY TOWN SCHS
School District
10 Active
10
Organizations
15 MANUFACTURERS'S LODGE IOOF IND ORDER OF ODD FELLOWS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
52-S
7 Elm Street Corporation
ABBAS HOUSE OF PRAYER INC
A COMUNITY TOGETHER
AEROSOUND
ALLIANCE FOR RETIRED AMERICANS
All That Matters Yoga & Wellness
ALMS FOR ANIMALS
Alpha Beta Corporation
ALPHA RHO ALUMNI ASSOCIATION OF TAU KAPPA EPSILON
ALS HOUSE INCORPORATED
AMANCIO FALCONE GACCIONE POST 8955 VETERANS OF FOREIGN WARS
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN BOARD OF OPTOMETRY SPECIALTIES INC
AMERICAN FEDERATION OF RAILROAD POLICE INC
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
15 MANUFACTURERS'S LODGE IOOF IND ORDER OF ODD FELLOWS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
52-S
7 Elm Street Corporation
ABBAS HOUSE OF PRAYER INC
A COMUNITY TOGETHER
AEROSOUND
ALLIANCE FOR RETIRED AMERICANS
All That Matters Yoga & Wellness
ALMS FOR ANIMALS
Alpha Beta Corporation
ALPHA RHO ALUMNI ASSOCIATION OF TAU KAPPA EPSILON
ALS HOUSE INCORPORATED
AMANCIO FALCONE GACCIONE POST 8955 VETERANS OF FOREIGN WARS
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN BOARD OF OPTOMETRY SPECIALTIES INC
AMERICAN FEDERATION OF RAILROAD POLICE INC
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
15 MANUFACTURERS'S LODGE IOOF IND ORDER OF ODD FELLOWS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
52-S
7 Elm Street Corporation
ABBAS HOUSE OF PRAYER INC
A COMUNITY TOGETHER
AEROSOUND
ALLIANCE FOR RETIRED AMERICANS
All That Matters Yoga & Wellness
ALMS FOR ANIMALS
Alpha Beta Corporation
ALPHA RHO ALUMNI ASSOCIATION OF TAU KAPPA EPSILON
ALS HOUSE INCORPORATED
AMANCIO FALCONE GACCIONE POST 8955 VETERANS OF FOREIGN WARS
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN BOARD OF OPTOMETRY SPECIALTIES INC
AMERICAN FEDERATION OF RAILROAD POLICE INC
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization
828 Active
828
Organizations
Community Partners98 organizations
TOWN OF HOPKINTON
Municipal Government·HOPKINTON
TOWN OF NEW SHOREHAM
Municipal Government·BLOCK ISLAND
ASHAWAY FIRE DISTRICT
Special District·ASHAWAY
BLOCK ISLAND UTILITY DISTRICT
Special District·BLOCK ISLAND
CHARLESTOWN FIRE DISTRICT
Special District·CHARLESTOWN
DUNNS CORNERS FIRE DEPARTMENT
Special District·WESTERLY
EXETER FIRE DISTRICT
Special District·EXETER
HOPE VALLEY WYOMING FIRE DISTRICT
Special District·HOPE VALLEY
HOUSING AUTHORITY OF THE TOWN OF SOUTH KINGSTOWN
Special District·SOUTH KINGSTOWN
INDIAN LAKE SHORES FIRE DISTRICT
Special District·WAKEFIELD
KINGSTON FIRE DISTRICT
Special District·KINGSTON
QUONOCHONTAUG EAST BEACH WATER DISTRICT
Special District·CHARLESTOWN
SHADY HARBOR FIRE DISTRICT
Special District·CHARLESTOWN
SHANNOCK WATER DISTRICT
Special District·SHANNOCK
SOUTHERN RHODE ISLAND CONSERVATION DISTRICT
Special District·WESTERLY
THE UNION FIRE DISTRICT OF SOUTH KINGSTOWN
Special District·WAKEFIELD
WEEKAPAUG FIRE DISTRICT
Special District·WESTERLY
WESQUAGE COMMUNITY DISTRICT
Special District·WARWICK
NORTH KINGSTOWN SCHOOL DEPARTMENT
School District·NORTH KINGSTOWN
SOUTH KINGSTOWN SCHOOL DEPARTMENT
School District·WAKEFIELD
TOWN OF WESTERLY
School District·WESTERLY
15 MANUFACTURERS'S LODGE IOOF IND ORDER OF ODD FELLOWS
Nonprofit Organization·WAKEFIELD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wakefield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Kingston
52-S
Nonprofit Organization·Wyoming
7 Elm Street Corporation
Nonprofit Organization·Westerly
ABBAS HOUSE OF PRAYER INC
Nonprofit Organization·WESTERLY
A COMUNITY TOGETHER
Nonprofit Organization·Wakefield
AEROSOUND
Nonprofit Organization·Bradford
ALLIANCE FOR RETIRED AMERICANS
Nonprofit Organization·Wakefield
All That Matters Yoga & Wellness
Nonprofit Organization·Wakefield
ALMS FOR ANIMALS
Nonprofit Organization·Charlestown
Alpha Beta Corporation
Nonprofit Organization·Wakefield
ALPHA RHO ALUMNI ASSOCIATION OF TAU KAPPA EPSILON
Nonprofit Organization·Narragansett
ALS HOUSE INCORPORATED
Nonprofit Organization·Charlestown
AMANCIO FALCONE GACCIONE POST 8955 VETERANS OF FOREIGN WARS
Nonprofit Organization·Westerly
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Wakefield
AMERICAN BOARD OF OPTOMETRY SPECIALTIES INC
Nonprofit Organization·Wakefield
AMERICAN FEDERATION OF RAILROAD POLICE INC
Nonprofit Organization·Wakefield
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES
Nonprofit Organization·Westerly
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Narragansett
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·North Kingstown
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Wakefield
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·BLOCK ISLAND
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Wakefield
AMERICAN LEGION
Nonprofit Organization·BLOCK ISLAND
AMERICAN LEGION
Nonprofit Organization·Shannock
AMERICAN LEGION
Nonprofit Organization·Westerly
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Block Island
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Shannock
AMERICAN LEGION AUXILIARY
Nonprofit Organization·WEST KINGSTON
AMERICAN LEGION POST 12 OF NORTH KINGSTOWN AND WASHINGTON COUNTY
Nonprofit Organization·North Kingstown
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Westerly
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·wakefield
AM Roberts Charitable Foundation
Nonprofit Organization·Westerly
ANDREA RIZZO FOUNDATION
Nonprofit Organization·CHARLESTOWN
ANITA G IANNUCCILLI SCHOLARSHIP FD
Nonprofit Organization·NARRAGANSETT
A RAY OF HOPE
Nonprofit Organization·Charlestown
ARONOW FOUNDATION
Nonprofit Organization·SOUTH KINGSTOWN
ARTISTS COOPERATIVE GALLERY OF
Nonprofit Organization·WESTERLY
ASHAWAY CHARITABLE TRUST
Nonprofit Organization·WESTERLY
ASHLEYS CATAHOULA RESCUE AND REHAB
Nonprofit Organization·BRADFORD
ASSOCIATION FOR THE DEVELOPMENT OF SOUTH COUNTY YOUTH LACROSSE INC
Nonprofit Organization·WAKEFIELD
ASSOCIATION OF CIVILIAN TECHNICIANS INC
Nonprofit Organization·North Kingstown
ASSOCIATION OF MIGRAINE DISORDERS
Nonprofit Organization·NORTH KINGSTOWN
ASTON UNIVERSITY IN THE AMERICAS
Nonprofit Organization·NARRAGANSETT
ATLANTIC SHARK INSTITUTE
Nonprofit Organization·WAKEFIELD
AYERSfoundation
Nonprofit Organization·Westerly
BABCOCK-SMITH HOUSE DOCENTS INC
Nonprofit Organization·Westerly
BAYBERRY COURTS INC
Nonprofit Organization·NARRAGANSETT
BEE IN MOTION
Nonprofit Organization·NORTH KINGSTOWN