Overview
Assets Under Management: $211 million
Headquarters: POULSBO, WA
High-Net-Worth Clients: 28
Average Client Assets: $5 million
Frequently Asked Questions
ILLUMINE INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311661), ILLUMINE INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ILLUMINE INVESTMENT MANAGEMENT, LLC is headquartered in POULSBO, WA.
ILLUMINE INVESTMENT MANAGEMENT, LLC serves 28 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, ILLUMINE INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ILLUMINE INVESTMENT MANAGEMENT, LLC manages $211 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, ILLUMINE INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.14
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 311661
Last Filing Date: 2025-02-28 00:00:00
Website: https://illumineinvest.com