Lumin Financial

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Last updated: February 18th, 2020. Data source: SEC filings.

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Lumin Financial, federally registered in 2011, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 2 advisors. Lumin Financial manages $152.9 million and provides investment advisory services for 144 clients (1:72 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 26
Percentage of Advisors Trusted 100%
Minimum Investment $250,000
Average Client Balance $1,061,842
Total AUM $152.9 million
Advisor / Client Ratio 1:72
Headquarters Southfield, MI
SEC Filings View SEC IAPD CRD #124138
State(s) Registered MI

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.