$1.5K Total AUM
$1.5K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2024
- Office Locations
- 1
Office Locations
-- NEW York NY
About Illuminate
Illuminate Advisers, LLC is an SEC-registered RIA offering a mobile app for retail investors seeking fossil-fuel-free, sustainability-focused ETF portfolios. Users can open an account and start investing in minutes (as little as $20), with automatic investing plus ongoing shareholder engagement/voting aligned to client values. Client assets are custodied at Interactive Brokers; available to U.S. residents.
Team overview
-- AVG AGE
$1.5K AVG AUM / ADVISOR
$150 AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Fund Managers
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Investment Themes
Available
Services
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Technology
Available
Owner & Executives
D
Daniel Carrillo
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500 | $150 |
| Non-Discretionary | $0 | -- |
| Total | $1,500 | $150 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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