SHINE INVESTMENT ADVISORY SERVICES, INC.
Legal name: SHINE WEALTH PARTNERS
CRD #106097 SEC #801-50526 LONE TREE, CO 303-740-8600
SEC Registered
Total AUM
$720.5M
Discretionary
$712.9M
Employees
6
Clients
11
Accounts
1,558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2020 | $720.5M | $712.9M | $7.7M | 6 | 1 |
| Jun 2020 | $720.5M | $712.9M | $7.7M | 6 | 1 |
| Jan 2020 | $720.5M | $712.9M | $7.7M | 6 | 1 |
| Feb 2019 | $593.6M | $586.5M | $7.1M | 7 | 0 |
| Apr 2018 | $632.9M | $623.9M | $9M | 7 | 0 |
| Jan 2018 | $632.9M | $623.9M | $9M | 7 | 0 |
| Feb 2017 | $534.2M | $526.2M | $8.1M | 7 | 300 |
| Feb 2016 | $506M | $497.5M | $8.5M | 8 | 300 |
| Dec 2015 | $521.8M | $513.1M | $8.7M | 8 | 300 |
| Feb 2015 | $521.8M | $513.1M | $8.7M | 8 | 300 |
| Mar 2014 | $499.6M | $491.8M | $7.8M | 8 | 200 |
| Feb 2014 | $499.6M | $491.8M | $7.8M | 8 | 200 |
| Feb 2013 | $440M | $434.2M | $5.8M | 7 | 200 |
| Mar 2012 | $410.4M | $403.5M | $6.9M | 6 | 200 |
| Mar 2010 | $352.7M | $346.2M | $6.5M | 10 | -- |
| Aug 2007 | $391.5M | $379M | $12.5M | 10 | -- |
| Aug 2007 | $391.5M | $379M | $12.5M | 10 | -- |
| Feb 2007 | $391.5M | $379M | $12.5M | 10 | -- |
| Feb 2006 | $365.2M | $352.7M | $12.5M | 10 | -- |
| Feb 2005 | $302.2M | $289.5M | $12.8M | 10 | -- |
| May 2002 | $203.1M | $186.1M | $17M | 10 | -- |
DateNov 2020
Total AUM$720.5M
Discretionary$712.9M
Non-Disc.$7.7M
Employees6
Clients1
DateJun 2020
Total AUM$720.5M
Discretionary$712.9M
Non-Disc.$7.7M
Employees6
Clients1
DateJan 2020
Total AUM$720.5M
Discretionary$712.9M
Non-Disc.$7.7M
Employees6
Clients1
DateFeb 2019
Total AUM$593.6M
Discretionary$586.5M
Non-Disc.$7.1M
Employees7
Clients0
DateApr 2018
Total AUM$632.9M
Discretionary$623.9M
Non-Disc.$9M
Employees7
Clients0
DateJan 2018
Total AUM$632.9M
Discretionary$623.9M
Non-Disc.$9M
Employees7
Clients0
DateFeb 2017
Total AUM$534.2M
Discretionary$526.2M
Non-Disc.$8.1M
Employees7
Clients300
DateFeb 2016
Total AUM$506M
Discretionary$497.5M
Non-Disc.$8.5M
Employees8
Clients300
DateDec 2015
Total AUM$521.8M
Discretionary$513.1M
Non-Disc.$8.7M
Employees8
Clients300
DateFeb 2015
Total AUM$521.8M
Discretionary$513.1M
Non-Disc.$8.7M
Employees8
Clients300
DateMar 2014
Total AUM$499.6M
Discretionary$491.8M
Non-Disc.$7.8M
Employees8
Clients200
DateFeb 2014
Total AUM$499.6M
Discretionary$491.8M
Non-Disc.$7.8M
Employees8
Clients200
DateFeb 2013
Total AUM$440M
Discretionary$434.2M
Non-Disc.$5.8M
Employees7
Clients200
DateMar 2012
Total AUM$410.4M
Discretionary$403.5M
Non-Disc.$6.9M
Employees6
Clients200
DateMar 2010
Total AUM$352.7M
Discretionary$346.2M
Non-Disc.$6.5M
Employees10
Clients--
DateAug 2007
Total AUM$391.5M
Discretionary$379M
Non-Disc.$12.5M
Employees10
Clients--
DateAug 2007
Total AUM$391.5M
Discretionary$379M
Non-Disc.$12.5M
Employees10
Clients--
DateFeb 2007
Total AUM$391.5M
Discretionary$379M
Non-Disc.$12.5M
Employees10
Clients--
DateFeb 2006
Total AUM$365.2M
Discretionary$352.7M
Non-Disc.$12.5M
Employees10
Clients--
DateFeb 2005
Total AUM$302.2M
Discretionary$289.5M
Non-Disc.$12.8M
Employees10
Clients--
DateMay 2002
Total AUM$203.1M
Discretionary$186.1M
Non-Disc.$17M
Employees10
Clients--