Overview
Assets Under Management: $134 million
Headquarters: MILL VALLEY, CA
High-Net-Worth Clients: 46
Average Client Assets: $2.6 million
Frequently Asked Questions
LUMINA FINANCIAL CONSULTANTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #163783), LUMINA FINANCIAL CONSULTANTS, LLC is subject to fiduciary duty under federal law.
LUMINA FINANCIAL CONSULTANTS, LLC is headquartered in MILL VALLEY, CA.
LUMINA FINANCIAL CONSULTANTS, LLC serves 46 high-net-worth clients according to their SEC filing dated April 17, 2023. View client details ↓
According to their SEC Form ADV, LUMINA FINANCIAL CONSULTANTS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
LUMINA FINANCIAL CONSULTANTS, LLC manages $134 million in client assets according to their SEC filing dated April 17, 2023.
According to their SEC Form ADV, LUMINA FINANCIAL CONSULTANTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.54%
Average Client Assets: $2.6 million
Total Client Accounts: 203
Discretionary Accounts: 201
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 163783
Filing ID: 1698672
Last Filing Date: 2023-04-17 15:05:00