SHINE FINANCIAL SERVICES, LLC

SHINE FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 144622). Regulatory assets under management: $20.6M.

Registration

• CRD: 144622
• Type: Registered investment adviser
• Phone: 203-912-4781
• Latest filing: 2026-03-26
• Regulatory AUM: $20.6M
• Discretionary AUM: $20.6M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Performance, Other.

Clients served: High net worth, Charities, Investment cos, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search