Form D Explorer

LIGHTHOUSE FINANCIAL PLANNING, LLC

SEC file number 801-62709 · FOLSOM, CA
https://lhplan.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$49.3M
Discretionary AUM
$49.3M
Employees
—
Clients
125

Firm

Address
101 PARK SHORE DRIVE, SUITE 100
FOLSOM, CA 95630
Phone
—
Website
https://lhplan.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)