Tech stack
No one at Lighthouse Financial Services Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $352M held · filed Jan 2024
L
Lincoln Financial Group
Per Form ADV · $617K held · filed Jan 2024
A
Ascensus College Savings
Per Form ADV · $354K held · filed Jan 2024