Overview
Assets Under Management: $633 million
Headquarters: LONE TREE, CO
High-Net-Worth Clients: 184
Average Client Assets: $3.0 million
Frequently Asked Questions
SHINE INVESTMENT ADVISORY SERVICES INC 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 #106097), SHINE INVESTMENT ADVISORY SERVICES INC is subject to fiduciary duty under federal law.
SHINE INVESTMENT ADVISORY SERVICES INC is headquartered in LONE TREE, CO.
SHINE INVESTMENT ADVISORY SERVICES INC serves 184 high-net-worth clients according to their SEC filing dated January 19, 2018. View client details ↓
According to their SEC Form ADV, SHINE INVESTMENT ADVISORY SERVICES INC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SHINE INVESTMENT ADVISORY SERVICES INC manages $633 million in client assets according to their SEC filing dated January 19, 2018.
According to their SEC Form ADV, SHINE INVESTMENT ADVISORY SERVICES INC 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: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.44%
Average Client Assets: $3.0 million
Total Client Accounts: 1,362
Discretionary Accounts: 1,222
Non-Discretionary Accounts: 140
Regulatory Filings
CRD Number: 106097
Filing ID: 1160763
Last Filing Date: 2018-01-19 16:03:00