AdvisorOS Directory
Claim Profile
TS

Todd Allen Sherer

ILLUMINATION ASSET MANAGEMENT, LLC·TARZANA, California
Unclaimed Profile
18455 BURBANK BLVD, SUITE 204, TARZANA, CA 91356CRD# 4449462Firm CRD# 283109
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TARZANA?

Browse all registered financial advisors in TARZANA, California or claim this profile if it's yours.

Browse TARZANA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TARZANA
Natasha Rushidovna Guttman — ILLUMINATION ASSET MANAGEMENT, LLCKaren Ilene Malkoff-Hatton — FINANCIAL SECURITY SOLUTIONS, CORP.Paul Ian Cohen — MAREST CAPITAL, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile