LIGHTHOUSE FINANCIAL SERVICES INC of BREA, CA is an SEC-registered investment adviser (CRD 110367). Regulatory assets under management: $472.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert George Mcdaniel | PRESIDENT, COO, & CCO | — |
| Michael Robert Verity | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Jayce Alan Lowe | PARTNER | — |
| Muey Koi Herman | PARTNER | — |
| MCDANIEL GEORGE DALE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CCO; PRESIDENT (+1 more) | — |
| MCDANIEL ROBERT GEORGE | PRESIDENT; PRESIDENT, COO, & CCO; VICE PRESIDENT | — |
| MCDANIEL SARAH M | SECY./TREAS. | — |
| VERITY MICHAEL ROBERT | EQUITY OWNER; VICE PRESIDENT AND CIO; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER (+2 more) | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 110367 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 110367 |