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Kathleen Jane Twomey

ILLUMEN CAPITAL MANAGEMENT, LLC·OAKLAND, California
Unclaimed Profile
2323 BROADWAY, OAKLAND, CA 94612CRD# 6051614Firm CRD# 305411
01

About

Kathleen Jane Twomey is a registered financial advisor based in OAKLAND, California, affiliated with ILLUMEN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ILLUMEN CAPITAL MANAGEMENT, LLC
ILLUMEN CAPITAL MANAGEMENT, LLC
AUM
$278M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ILLUMEN CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST PAID TO THE GENERAL PARTNER
Regulatory
SEC/IARD CRD# 6051614
Firm CRD# 305411
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Jane Twomey offer?
Kathleen Jane Twomey specializes in Retirement Planning. Contact their office in OAKLAND, California for a consultation.
What are Kathleen Jane Twomey's credentials?
Kathleen Jane Twomey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Jane Twomey located?
Kathleen Jane Twomey is based in OAKLAND, California, working with ILLUMEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Kathleen Jane Twomey charge for services?
Kathleen Jane Twomey's firm is compensated through percentage of aum, other: carried interest paid to the general partner. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ILLUMEN CAPITAL MANAGEMENT, LLC?
ILLUMEN CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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