Overview
Assets Under Management: $141 million
High-Net-Worth Clients: 3
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.96
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 1,088
Discretionary Accounts: 1,088
Regulatory Filings
CRD Number: 173396
Filing ID: 2000519
Last Filing Date: 2025-07-09 11:07:00
Website: https://luministcapital.com