Overview
Assets Under Management: $175 million
Headquarters: SOUTHFIELD, MI
High-Net-Worth Clients: 24
Average Client Assets: $2.8 million
Frequently Asked Questions
LUMIN FINANCIAL, 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 #124138), LUMIN FINANCIAL, LLC is subject to fiduciary duty under federal law.
LUMIN FINANCIAL, LLC is headquartered in SOUTHFIELD, MI.
LUMIN FINANCIAL, LLC serves 24 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, LUMIN FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LUMIN FINANCIAL, LLC manages $175 million in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, LUMIN FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.61%
Average Client Assets: $2.8 million
Total Client Accounts: 385
Discretionary Accounts: 366
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 124138
Filing ID: 1715614
Last Filing Date: 2023-03-28 10:10:00