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Shine Investment Advisory Service Inc (Greenwood Village)


Shine Investment Advisory Service Inc is a large advisory firm based in Greenwood Village. It manages $198.22 million of regulatory assets for 557 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.




Shine Investment Advisory Service provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shine Investment Advisory Service: assets under management

The assets under management (AUM) of Shine Investment Advisory Service Inc is $198.22 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $191.11 million in discretionary accounts and $7.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $347.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.02 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shine Investment Advisory Service Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where Shine Investment Advisory Service Inc performs its advisory services is located at 6143 S Willow Dr Ste 100, Greenwood Village, CO 80111 5122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-740-8600 or by fax 303-290-0237. The normal business hours are 8:30am-5:30pm on Monday - Friday.


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