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LUMIERE FINANCIAL
LUMIERE FINANCIAL GROUP LLC
CRD 319171 · SEC 801-123638
675 THIRD AVENUE, SUITE 920, NEW YORK, NY, 10017, United States
Phone
(212) 516-5900
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $30.6M |
| High net worth individuals | 18 | $52.1M |
States served
NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD