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Light Index Investment Co, Inc. (Gig Harbor)


Light Index Investment Co, Inc. is an adviser based in Gig Harbor. It manages $20 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001.

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Light Index Investment provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Light Index Investment: assets under management

The assets under management (AUM) of Light Index Investment Co, Inc. is $20 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Light Index Investment Co, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jeanette Fogg Trust b 1 Feb 1991 25% - 50% 91-6348389

Based in Gig Harbor

The principal office where Light Index Investment Co, Inc. performs its advisory services is located at 61 Raft Island Dr Nw, Gig Harbor, WA 98335, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 253-691-1549 or by fax 253-649-0031. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at lightindex.com.


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