RIA Intel›Advisers›Colorado›SHINE INVESTMENT ADVISORY SERVICES, INC.

SHINE INVESTMENT ADVISORY SERVICES, INC.

Advisory

N·LONE TREE, CO

Data as of Nov 17, 2020 · Source: SEC Form ADV

Total AUM
$721M
1-Year AUM Growth
0.0%
3-Year CAGR
+8.3%
Employees
6
Assets Under Management
Total AUM$721M
Discretionary AUM$713M
Non-Discretionary AUM$8M
Discretionary %98.9%
Total Clients—
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record31
First FilingFeb 26, 2001
Latest FilingNov 17, 2020
🔒 Full AUM trend chart and 31 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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