Overview
Assets Under Management: $211 million
Headquarters: POULSBO, WA
High-Net-Worth Clients: 28
Average Client Assets: $5 million
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