Overview
Assets Under Management: $282 million
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 326261
Last Filing Date: 2025-01-29 00:00:00
Website: https://luminvest.com