LUMINA FINANCIAL CONSULTANTS, LLC
  • LUMINA FINANCIAL CONSULTANTS, LLC

Adviser Profile

As of Date 08/24/2023
Registration status Terminated
ADV Location MILL VALLEY, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 134,449,755 2%
of that, discretionary 132,014,335 2%
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 668,904 -9%
% High Net Worth 64.79% 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

132M 113M 94M 75M 57M 38M 19M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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