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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.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||26|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$1,061,842|
|Total AUM||$152.9 million|
|Advisor / Client Ratio||1:72|
|SEC Filings||View SEC IAPD CRD #124138|