linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shine Financial Services, LLC

Headquartered in BROOKFIELD, CT

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Shine Financial Services, LLC is an investment advisor headquartered in [Main Office]. The firm provides portfolio management for individuals, pooled investment vehicles, and other investment advisers. They also offer consulting services. They have $23.5 million in regulatory assets under management and serve 8 clients, including 6 high-net-worth individuals and 2 individuals other than high-net-worth.

Shine Financial Services, LLC

$23.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Third party and sub advisory referral fees

Branch Locations (1)

SHINE FINANCIAL SERVICES, LLC has a total of 1 branch locations across the country.
location

Brookfield, CT

Advisors at Shine Financial Services, LLC

View All 1 Advisors
Unclaimed
Kevin John Shine

RA

Brookfield, CT

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Shine Financial Services, LLC is right for you?

Disclosures

There are no public disclosures for Shine Financial Services, LLC.

Frequently Asked Questions (6)

Not sure if Shine Financial Services, LLC is right for you?