LUMIN FINANCIAL, LLC
CRD #124138 SEC #801-72205 SOUTHFIELD, MI 248-936-9480
SEC Registered
Total AUM
$175.5M
Discretionary
$145.9M
Employees
7
Clients
1
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $175.5M | $145.9M | $29.6M | 7 | 3 |
| Mar 2022 | $214.3M | $184.7M | $29.6M | 8 | 3 |
| Aug 2021 | $183.6M | $144.3M | $39.3M | 8 | 0 |
| May 2021 | $183.6M | $144.3M | $39.3M | 8 | 0 |
| Apr 2021 | $183.6M | $144.3M | $39.3M | 8 | 0 |
| Mar 2021 | $183.6M | $144.3M | $39.3M | 8 | 0 |
| Jun 2020 | $170.8M | $137.6M | $33.3M | 8 | 0 |
| Mar 2020 | $170.8M | $137.6M | $33.3M | 8 | 0 |
| Nov 2019 | $152.9M | $132.9M | $20M | 6 | 0 |
| Mar 2019 | $152.9M | $132.9M | $20M | 6 | 0 |
| Sep 2018 | $142.7M | $122.8M | $20M | 7 | 0 |
| Mar 2018 | $142.7M | $122.8M | $20M | 7 | 0 |
| Mar 2017 | $101.5M | $100M | $1.4M | 7 | 145 |
| Mar 2017 | $101.5M | $100M | $1.4M | 7 | 145 |
| Mar 2017 | $101.5M | $100M | $1.4M | 7 | 164 |
| Mar 2016 | $163.3M | $162.3M | $982.6K | 6 | 164 |
| Mar 2015 | $150.2M | $149.1M | $1.1M | 6 | 164 |
| Oct 2014 | $140.8M | $115.4M | $25.4M | 6 | 138 |
| Oct 2014 | $140.8M | $115.4M | $25.4M | 6 | 138 |
| Oct 2014 | $140.8M | $115.4M | $25.4M | 6 | 138 |
| Sep 2014 | $140.8M | $115.4M | $25.4M | 6 | 138 |
| Aug 2014 | $140.8M | $115.4M | $25.4M | 5 | 138 |
| Mar 2014 | $140.8M | $115.4M | $25.4M | 5 | 138 |
| Jul 2013 | $129.3M | $104.5M | $24.8M | 5 | 119 |
| Mar 2013 | $129.3M | $104.5M | $24.8M | 5 | 119 |
| Jan 2013 | $103.3M | $82.4M | $20.9M | 6 | 271 |
| Oct 2012 | $103.3M | $82.4M | $20.9M | 1 | 101 |
| Apr 2012 | $103.3M | $82.4M | $20.9M | 1 | 101 |
| Apr 2012 | $103.3M | $82.4M | $20.9M | 1 | 101 |
| Apr 2012 | $103.3M | $82.4M | $20.9M | 1 | 101 |
| Feb 2012 | $103.3M | $82.4M | $20.9M | 1 | 101 |
| Jun 2011 | $105M | $75M | $30M | 5 | -- |
| Jun 2011 | $105M | $75M | $30M | 5 | -- |
| Jun 2011 | $105M | $75M | $30M | 5 | -- |
| Apr 2011 | $105M | $75M | $30M | 5 | -- |
| Mar 2011 | $105M | $75M | $30M | 5 | -- |
| Feb 2011 | $105M | $75M | $30M | 5 | -- |
DateMar 2023
Total AUM$175.5M
Discretionary$145.9M
Non-Disc.$29.6M
Employees7
Clients3
DateMar 2022
Total AUM$214.3M
Discretionary$184.7M
Non-Disc.$29.6M
Employees8
Clients3
DateAug 2021
Total AUM$183.6M
Discretionary$144.3M
Non-Disc.$39.3M
Employees8
Clients0
DateMay 2021
Total AUM$183.6M
Discretionary$144.3M
Non-Disc.$39.3M
Employees8
Clients0
DateApr 2021
Total AUM$183.6M
Discretionary$144.3M
Non-Disc.$39.3M
Employees8
Clients0
DateMar 2021
Total AUM$183.6M
Discretionary$144.3M
Non-Disc.$39.3M
Employees8
Clients0
DateJun 2020
Total AUM$170.8M
Discretionary$137.6M
Non-Disc.$33.3M
Employees8
Clients0
DateMar 2020
Total AUM$170.8M
Discretionary$137.6M
Non-Disc.$33.3M
Employees8
Clients0
DateNov 2019
Total AUM$152.9M
Discretionary$132.9M
Non-Disc.$20M
Employees6
Clients0
DateMar 2019
Total AUM$152.9M
Discretionary$132.9M
Non-Disc.$20M
Employees6
Clients0
DateSep 2018
Total AUM$142.7M
Discretionary$122.8M
Non-Disc.$20M
Employees7
Clients0
DateMar 2018
Total AUM$142.7M
Discretionary$122.8M
Non-Disc.$20M
Employees7
Clients0
DateMar 2017
Total AUM$101.5M
Discretionary$100M
Non-Disc.$1.4M
Employees7
Clients145
DateMar 2017
Total AUM$101.5M
Discretionary$100M
Non-Disc.$1.4M
Employees7
Clients145
DateMar 2017
Total AUM$101.5M
Discretionary$100M
Non-Disc.$1.4M
Employees7
Clients164
DateMar 2016
Total AUM$163.3M
Discretionary$162.3M
Non-Disc.$982.6K
Employees6
Clients164
DateMar 2015
Total AUM$150.2M
Discretionary$149.1M
Non-Disc.$1.1M
Employees6
Clients164
DateOct 2014
Total AUM$140.8M
Discretionary$115.4M
Non-Disc.$25.4M
Employees6
Clients138
DateOct 2014
Total AUM$140.8M
Discretionary$115.4M
Non-Disc.$25.4M
Employees6
Clients138
DateOct 2014
Total AUM$140.8M
Discretionary$115.4M
Non-Disc.$25.4M
Employees6
Clients138
DateSep 2014
Total AUM$140.8M
Discretionary$115.4M
Non-Disc.$25.4M
Employees6
Clients138
DateAug 2014
Total AUM$140.8M
Discretionary$115.4M
Non-Disc.$25.4M
Employees5
Clients138
DateMar 2014
Total AUM$140.8M
Discretionary$115.4M
Non-Disc.$25.4M
Employees5
Clients138
DateJul 2013
Total AUM$129.3M
Discretionary$104.5M
Non-Disc.$24.8M
Employees5
Clients119
DateMar 2013
Total AUM$129.3M
Discretionary$104.5M
Non-Disc.$24.8M
Employees5
Clients119
DateJan 2013
Total AUM$103.3M
Discretionary$82.4M
Non-Disc.$20.9M
Employees6
Clients271
DateOct 2012
Total AUM$103.3M
Discretionary$82.4M
Non-Disc.$20.9M
Employees1
Clients101
DateApr 2012
Total AUM$103.3M
Discretionary$82.4M
Non-Disc.$20.9M
Employees1
Clients101
DateApr 2012
Total AUM$103.3M
Discretionary$82.4M
Non-Disc.$20.9M
Employees1
Clients101
DateApr 2012
Total AUM$103.3M
Discretionary$82.4M
Non-Disc.$20.9M
Employees1
Clients101
DateFeb 2012
Total AUM$103.3M
Discretionary$82.4M
Non-Disc.$20.9M
Employees1
Clients101
DateJun 2011
Total AUM$105M
Discretionary$75M
Non-Disc.$30M
Employees5
Clients--
DateJun 2011
Total AUM$105M
Discretionary$75M
Non-Disc.$30M
Employees5
Clients--
DateJun 2011
Total AUM$105M
Discretionary$75M
Non-Disc.$30M
Employees5
Clients--
DateApr 2011
Total AUM$105M
Discretionary$75M
Non-Disc.$30M
Employees5
Clients--
DateMar 2011
Total AUM$105M
Discretionary$75M
Non-Disc.$30M
Employees5
Clients--
DateFeb 2011
Total AUM$105M
Discretionary$75M
Non-Disc.$30M
Employees5
Clients--