Lumina Financial Consultants, LLC
Lumina Financial Consultants, LLC (CRD# 163783) is a financial advisory firm headquartered in Mill Valley, CA. They manage $134,449,755 in 203 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management134MILLION
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$662,314
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, VA
Financial Advisors at Lumina Financial Consultants, LLC
No Advisor Found.
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