Lumen Funds

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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $222,222
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lumen Funds
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Y. Yu
CRD#: 4635091
16168 Beach Blvd., Suite 251, Huntington Beach, CA 92647
96
Wealthminder
score

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.

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