Overview
Assets Under Management: $307 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 970
Discretionary Accounts: 910
Non-Discretionary Accounts: 60
Regulatory Filings
CRD Number: 149576
Last Filing Date: 2024-03-23 00:00:00
Website: https://illuminationwealth.com