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Home > Retirement Planners > california > oakland > ILLUMEN CAPITAL MANAGEMENT, LLC
ILLUMEN CAPITAL MANAGEMENT, LLC
2323 Broadway
Oakland, California 94612
Tel: 510-250-1510
About ILLUMEN CAPITAL MANAGEMENT, LLC
ILLUMEN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ILLUMEN CAPITAL MANAGEMENT, LLC. The firm was established in 04/28/2022. They have over 2 offices throughout the country.
ILLUMEN CAPITAL MANAGEMENT, LLC is a Oakland, California based Financial Planning firm with nearly $277,602,529 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305411 |
| SEC# | 801-124765 |
| Assets Managed by Firm | $277,602,529 |
| No. of Clients | 5 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $277,602,529 |
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