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Illumine Investment Management

EST. AUM
$215,168,898

CONTACTS
2

CLIENT ACCOUNTS
315

Firm Details

Metro area Seattle
CRD Number 311661
Website illumineinvest.com
Client types

Overview

Illumine Investment Management is an asset management and wealth advisory firm located on Bainbridge Island, a short ferry ride from Seattle. Their team has over 90 years of combined experience in finance and has worked together since 2004. They offer wealth planning using the latest interactive needs-based financial tools. Their two core investment strategy types include: US Equity Growth Strategies and Uncorrelated Asset Allocation Strategies. Illumine Investment Management, LLC advisory services are offered through CS Planning Corp., an SEC Registered Investment Advisory firm, wholly owned by FocusPoint Solutions Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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