Luma Capital (CRD# 119576) is a financial advisory firm headquartered in Naples, FL. They manage $131,016,463 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management131MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$2,568,950
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Daniel Keller (CRD# 4531116) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 14 years of experience in the finance industry.
Evan Alexander (CRD# 6510447) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has 1 year of experience in the finance industry.