White Lighthouse Investment Management Inc
Legal Name: WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
5 MILITIA DRIVE, SUITE 205, LEXINGTON, MA
508-471-4431
http://www.white-lighthouse.com
Frequently Asked Questions (FAQ)
Full Contact Details
White Lighthouse Investment Management Inc
5 MILITIA DRIVE, SUITE 205, LEXINGTON, MA
508-471-4431
508-519-8432
Other Info
White Lighthouse Investment Management Inc, a DE Corporation, has been approved by the SEC with a registration date of Jan 17, 2014. The firm employs 5 professionals, with 4 in advisory roles. Unfortunately, the number of clients served is unknown.
White Lighthouse Investment Management
We specialize in serving Americans abroad looking for a US financial planner in Switzerland, non-Americans in the US, and those requiring a global perspective.
Direct Owners
-
JONATHAN OWEN LACHOWITZ
OWNER/CHIEF COMPLIANCE OFFICER owns 75% or more
Indirect Owners
-
SASKIA HEIJERMAN-LACHOWITZ
PART OWNER (1%)
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 31, 2019
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- VANGUARD BD INDEX FD INC $6,742k
- ISHARES TR $5,756k
- ISHARES TR RUS 1000 GRW ETF $5,645k