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RIA · CRD 144622State-Registered Investment AdviserPrivate Fund Adviser

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SHINE FINANCIAL SERVICES, LLC

SHINE FINANCIAL SERVICES, LLC is a state-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1...

Overview

SHINE FINANCIAL SERVICES, LLC is a state-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Frequently asked questions

What types of assets does SHINE FINANCIAL SERVICES, LLC typically invest in?

Publicly available records indicate a diversified approach across public equities, private equity, real estate, and fixed income. The specific style or sector focus is not documented, but family offices often concentrate on stable, cash-flow-generating assets to preserve intergenerational capital.

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