Lumiere Financial

Lumiere Financial (CRD# 319171) is a financial advisory firm headquartered in New York, NY. They manage $44,981,403 in 202 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
675 Third Avenue, Suite 920, New York, NY 10017
https://lumierefg.com/
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $222,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NJ, NY, TX

Financial Advisors at Lumiere Financial
Showing 1 - 7 of 7 top financial advisors.
1
Tzvetelina Botchoukova, financial advisor New York NY
Tzvetelina G. Botchoukova
CRD#: 6828879
675 Third Avenue, Suite 920, New York, NY 10017

Tzvetelina Botchoukova (CRD# 6828879) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has over 6 years of experience in the finance industry.

2
Zachary Brody, financial advisor New York NY
Zachary W. Brody
CRD#: 6108594
675 Third Avenue, Suite 920, New York, NY 10017

Zachary Brody (CRD# 6108594) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has over 11 years of experience in the finance industry.

3
Joseph Milici, financial advisor New York NY
Joseph J. Milici
CRD#: 6089313
675 Third Avenue, Suite 920, New York, NY 10017

Joseph Milici (CRD# 6089313) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has over 9 years of experience in the finance industry.

4
Derek Botwinick, financial advisor New York NY
Derek L. Botwinick
CRD#: 4634007
675 Third Avenue, Suite 920, New York, NY 10017

Derek Botwinick (CRD# 4634007) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has over 21 years of experience in the finance industry.

5
James Malloy, financial advisor New York NY
James M. Malloy
CRD#: 7232536
675 Third Avenue, Suite 920, New York, NY 10017

James Malloy (CRD# 7232536) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has over 3 years of experience in the finance industry.

6
Richard Tolway, financial advisor New York NY
Richard C. Tolway
CRD#: 7444734
675 Third Avenue, Suite 920, New York, NY 10017

Richard Tolway (CRD# 7444734) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has over 2 years of experience in the finance industry.

7
Xiaonuo Zhou, financial advisor New York NY
Xiaonuo Zhou
CRD#: 7793385
675 Third Avenue, Suite 920, New York, NY 10017

Xiaonuo Zhou (CRD# 7793385) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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