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Home > Retirement Planners > washington > poulsbo > ILLUMINE INVESTMENT MANAGEMENT, LLC
ILLUMINE INVESTMENT MANAGEMENT, LLC
19225 8th Ave Ne
Suite 201-0902
Poulsbo, Washington 98370
Tel: 424-322-7500
About ILLUMINE INVESTMENT MANAGEMENT, LLC
ILLUMINE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ILLUMINE INVESTMENT MANAGEMENT, LLC. The firm was established in 01/08/2021. They have over 4 offices throughout the country.
ILLUMINE INVESTMENT MANAGEMENT, LLC is a Poulsbo, Washington based Financial Planning firm with nearly $210,817,667 assets under management, offering retirement planning & investment advisory services to 302 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311661 |
| SEC# | 801-120043 |
| Assets Managed by Firm | $210,817,667 |
| No. of Clients | 302 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 302 | $210,817,667 |
| Individuals (other than high net worth individuals) | 60 | $44,967,479 |
| High net worth individuals | 28 | $137,322,689 |
| Other investment advisers | Fewer than 5 clients | $208,959 |
| Corporations or other businesses | Fewer than 5 clients | $611,858 |
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