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Building 2LUMIN FINANCIAL, LLC

Map pinSOUTHFIELD, MI
Phone248-936-9480
NotebookSEC #801-72205
Total AUM
$175.5M
Employees
7
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 TOWN CENTER
SUITE 1825
SOUTHFIELD
MI 48075
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
248-936-9480

ReceiptFinancials

Total AUM
$175.5M
Accounts
385
Discretionary
$145.9M
Accounts
366
Non-Discretionary
$29.6M
Accounts
19

ContactClients

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Individual Clients
85
AUM
$39M
HNW Individual Clients
24
AUM
$67.7M
Pension/Profit Sharing Plan Clients
33
AUM
$68.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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