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Todd Allen Sherer

ILLUMINATION ASSET MANAGEMENT, LLC·TARZANA, California
Clean recordILLUMINATION ASSET MANAGEMENT, LLC
18455 BURBANK BLVD, SUITE 204, TARZANA, CA 91356CRD# 4449462Firm CRD# 283109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Allen Sherer · TARZANA, CA
Registration
CRD #4449462 · ILLUMINATION ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Todd Allen Sherer is a registered financial advisor based in TARZANA, California, affiliated with ILLUMINATION ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ILLUMINATION ASSET MANAGEMENT, LLC
ILLUMINATION ASSET MANAGEMENT
AUM
$83M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ILLUMINATION ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4449462
Firm CRD# 283109
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Allen Sherer offer?
Todd Allen Sherer specializes in Investment Management, Retirement Planning. Contact their office in TARZANA, California for a consultation.
What are Todd Allen Sherer's credentials?
Todd Allen Sherer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Allen Sherer located?
Todd Allen Sherer is based in TARZANA, California, working with ILLUMINATION ASSET MANAGEMENT, LLC. Their office serves clients in the TARZANA metropolitan area and surrounding communities.
How does Todd Allen Sherer charge for services?
Todd Allen Sherer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ILLUMINATION ASSET MANAGEMENT, LLC?
ILLUMINATION ASSET MANAGEMENT, LLC has approximately 4 employees and manages $83M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ILLUMINATION ASSET MANAGEMENT, LLC

Ian Clark Smith
LOS ANGELES, CA
Natasha Rushidovna Guttman
TARZANA, CA

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Research
Advisor Fees in CaliforniaNational Fee Analysis
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