Lighthorse Asset Management, LLC

Lighthorse Asset Management, LLC (CRD# 145815) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $900,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
32422 Harvest Dr, San Juan Capistrano, CA 92675
https://www.lighthorseam.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $900,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lighthorse Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Che-wei (albert) Hsu, financial advisor Tustin CA
Che-wei (albert) Hsu
CRD#: 6765104
1422 Edinger Ave, Suite #200, Tustin, CA 92780

Che-wei (albert) Hsu (CRD# 6765104) is an Investment Advisor Representative working at Lighthorse Asset Management, LLC in Tustin, CA and has 1 year of experience in the finance industry.

2
Michael Liu, financial advisor San Juan Capistrano CA
Michael H. Liu
CRD#: 2749829
32422 Harvest Dr, San Juan Capistrano, CA 92675

Michael Liu (CRD# 2749829) is an Investment Advisor Representative working at Lighthorse Asset Management, LLC in San Juan Capistrano, CA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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