Lumin Financial LLC

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Assets, Funds, Holdings

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Lumin Financial LLC
CRD #124138
SEC #801-72205
CIK #0001967491
AUM
Employees 7 (43% Investors, 0% Brokers)
Phone248-936-9480
Address2000 Town Center
Southfield, MI 48075
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002010201420192024
AUM Breakdown Accounts AUM ($MM)
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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