CRD: 311661
Illumine Investment Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 11-01-2020
- Office Locations
- 4
Office Locations
About Illumine Investment Management, LLC
Illumine Investment Management, LLC is an SEC-registered RIA based in Washington State serving retail and institutional clients with financial planning and discretionary portfolio management. The team focuses on asset allocation and risk-managed implementation using ETFs and fixed income, and works with entrepreneurs among its client base. Client assets are custodied with major providers including Charles Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK EDWARD MCCOMSEY
--
- CRD
- #2518224
- Ownership
- 50% but less than 75%
IVAN JEVREMOVIC
Chief Operating Officer
- CRD
- #4764009
- Ownership
- 25% but less than 50%
Fusion value
Foundation prime
- CRD
- #33749
- Ownership
- 37.7%
Showing 2 of 3 owners & executives
Unlock allContacts
Shiyi Zhang
Research Analyst
- CRD
- #7355692
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,168,898 | $683,076 |
| Non-Discretionary | $0 | -- |
| Total | $215,168,898 | $683,076 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $215,168,898
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $165,897,360 | 18.3% |
| Public Funds | $223,009,566 | 24.6% |
| U.S. Government/Agency | $221,196,480 | 24.4% |
| Cash | $46,233,691 | 5.1% |
| Corporate - Investment Grade | $75,243,065 | 8.3% |
| Municipal Bonds | $174,962,790 | 19.3% |
| Total | $906,542,952 | 100.0% |