Lumin Financial LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Lumin Financial LLC ✚
CRD #	124138
SEC #	801-72205
CIK #	0001967491
AUM
Employees	7 (43% Investors, 0% Brokers)
Phone	248-936-9480
Address	2000 Town Center Southfield, MI 48075
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	85	39.0
(b) Individuals (high net worth individuals)	24	67.7
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	33	68.7
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	385	175.5
By Discretionary
Discretionary	366	145.9
Non-Discretionary	19	29.6
Total	385	175.5
By Non-United States Persons
Non-United States Persons		0.5
United States Persons		174.9
Total	385	175.5

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