Luma Financial
Luma Financial (CRD# 315033) is a financial advisory firm headquartered in Carlsbad, CA. They manage $3,189,370 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$199,336
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Luma Financial
1
Albert Lu (CRD# 5882158) is an Investment Advisor Representative working at Luma Financial in Carlsbad, CA and has over 13 years of experience in the finance industry.
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