ILLUMINE INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$215M

Discretionary

$215M

100% of AUM

Avg account

$683K

Accounts

315

Employees

Advisory reps

Firm details

Headquarters: POULSBO, Washington
CRD number: 311661
Registered since: January 8, 2021
Website: www.illumineinvest.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: HNWI68.96%
Individuals19.64%
Banking / Thrift Institutions10.65%
Corporations / Businesses0.55%
Other Investment Advisers0.19%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Illumine Investment Management, LLC is an SEC-registered investment adviser (registered in 2021) organized as an LLC and owned by an individual. The firm charges clients a fee based on a percentage of assets under management and focuses on discretionary portfolio management for private clients — covering individuals, families, and small businesses — as well as advisory services for businesses and other institutional-like clients. The firm does not identify itself as an active ESG investor.