Shine Investment Advisory Services Inc

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CAFR Data
Shine Investment Advisory Services Inc
CRD #106097
SEC #801-50526
CIK #
AUM $593.6 MM (99% Disc, 100% US)
Employees7 (86% Investors, 0% Brokers)
Phone303-740-8600
Address9892 Rosemont Ave Suite 100
Lone Tree, CO 80124-4101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
63550838125412702000200620132020
Sector Holding Cap ($MM) Value ($MM)
MDY21.6
RPG10.9
VUG10.6
EMB8.9
IWF8.5
RPV7.2
SCHC7.0
JPST6.5
VIG6.2
FNDF5.0
View All
Holdings by Sector ($)
756045301502013201520172020
Comparable Firms State AUM ($BB)
BURT Associates Incorporated
MD 0.6
Yeager Wood & Marshall Inc
NY 0.6
Roxbury Capital Management LLC
MN 0.6
Signature Securities Group Corporation
NY 0.6
KB Financial Partners LLC
NJ 0.6
Roundview Capital LLC
NJ 0.6
JGP Wealth Management LLC
OR 0.6
Roberts Glore & Co
IL 0.6
Abundance Wealth Counselors LLC
PA 0.6
Municipal Asset Management Inc
NY 0.6
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