Ivan
Jevremovic
Illumine Investment Management, LLC
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About this Advisor
Ivan Jevremovic is a financial advisor based in Bainbridge Island, Washington who has 2 years of relevant experience. Jevremovic works at Illumine Investment Management, LLC. Their career trajectory has included roles at Mccomsey Asset Management, LLC, Beverly Hills Wealth Management, LLC, Cs Planning Corp and Illumine Investment Management, LLC. Jevremovic holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Washington. Illumine Investment Management, LLC is a firm with a branch in Bainbridge Island, Washington. The company has just five employees. It oversees $165 million in assets under management among its 271 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 271 client accounts, 29% belong to high-net-worth clients who have more than $1 million in investable assets. Illumine Investment Management, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely vary depending on which services the firm provides the client. Fees charged by Illumine Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Illumine Investment Management, LLC Brokerage Details
$164,807,865
5
271
$608,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ivan Jevremovic Work History
Ivan has been registered as a financial advisor for 2 years.*
Illumine Investment Management, LLC
Cs Planning Corp
Illumine Investment Management, LLC
Beverly Hills Wealth Management, LLC
Mccomsey Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ivan Jevremovic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Illumine Investment Management, LLC
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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