Investment adviser · CRD 106097
SHINE WEALTH PARTNERS
Investment adviser filing (IA)
SHINE INVESTMENT ADVISORY SERVICES, INC.
LONE TREE, CO, United States · Form ADV filed Nov 17, 2020
- Regulatory AUM
- $721M Form ADV · Item 5.F
- Client accounts
- 1,558 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 168 | $625,816,171 | 86.9% |
| Individuals | 154 | $86,893,249 | 12.1% |
| Charities | 5 | $7,834,238 | 1.1% |
Filing source
Form ADV 1468039 · Nov 17, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 17, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
9892 ROSEMONT AVE. SUITE #100LONE TREE, CO, 80124-4101, United States
CRD 106097
Filing source
Form ADV 1468039 · Nov 17, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.