Lumen Funds (CRD# 149283) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $2,000,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$222,222
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Stephen Yu (CRD# 4635091) is an Investment Advisor Representative working at Lumen Funds in Huntington Beach, CA and has over 14 years of experience in the finance industry.