Pcs Retirement And Aspire Financial Services
$2.4M reported client assets across 1 advisory firms in FY2024 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lighthouse Financial Services Inc | $2.4M | $430M | 0.6% | 01/21/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.