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ILLUMINATION WEALTH MANAGEMENT

Tel: 858-246-6855
11622 El Camino Real
Suite 100
San Diego, California  92130

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ILLUMINATION WEALTH MANAGEMENT

ILLUMINATION WEALTH MANAGEMENT is a San Diego, California based financial advisory firm with nearly $307,090,824 in assets under management and provides investment advisory services for 970 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Other (WEALTH MANAGEMENT)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

149576

SEC#:

801-122912

No. of Clients:

970

Assets under Management

$307,090,824

No. of Advisors:

14

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