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LUMIERE FINANCIAL

LUMIERE FINANCIAL GROUP LLC

CRD 319171 · SEC 801-123638

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675 THIRD AVENUE, SUITE 920, NEW YORK, NY, 10017, United States

Phone

(212) 516-5900

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$82.7M

Discretionary AUM

$82.7M

Team

5 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsASSET ALLOCATION SERVICES, ADVISORY CONSULTING

Client types

TypeClientsAUM
Individuals98$30.6M
High net worth individuals18$52.1M

States served

NJ, NY, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD