LUMIN FINANCIAL, LLC
LUMIN FINANCIAL, LLC of SOUTHFIELD, MI is an SEC-registered investment adviser (CRD 124138). Regulatory assets under management: $175.5M.
Registration
- CRD: 124138
- SEC file number: 801-72205
- Type: Registered investment adviser
- Location: 2000 TOWN CENTER, SUITE 1825, SOUTHFIELD, MI, 48075
- Phone: 248-936-9480
- Latest filing: 2023-03-28
- Regulatory AUM: $175.5M
- Discretionary AUM: $145.9M
- Non-discretionary AUM: $29.6M
- Clients: 7
- Accounts: 385
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| HICKS VICTOR HAYES | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER (+2 more) | — |
| MCKELVEY NAOKO | CHIEF COMPLIANCE OFFICER | — |
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