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Building 2LUMIERE FINANCIAL

Map pinNEW YORK, NY
Phone(212) 516-5900
NotebookSEC #801-123638
Total AUM
$82.7M
Employees
5
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
675 THIRD AVENUE
SUITE 920
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(212) 516-5900
Other Offices
3

ReceiptFinancials

Total AUM
$82.7M
Accounts
255
Discretionary
$82.7M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$30.6M
HNW Individual Clients
18
AUM
$52.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION SERVICES, ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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