Lighthorse Asset Management, LLC

Lighthorse Asset Management, LLC (CRD# 145815) is a financial advisory firm headquartered in Tustin, CA. They manage $350,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $350,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lighthorse Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael H. Liu
CRD#: 2749829
1422 Edinger Ave., #200, Tustin, CA 92780
93
Wealthminder
score

Michael Liu (CRD# 2749829) is an Investment Advisor Representative working at Lighthorse Asset Management, LLC in Tustin, CA and has over 20 years of experience in the finance industry.

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