Lumina Investment Advisors LLC

Lumina Investment Advisors LLC (CRD# 164212) is a financial advisory firm headquartered in Aventura, FL. They manage $10,983,347 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
20900 Ne 30th Avenue, Suite 311, Aventura, FL 33180
https://www.linkedin.com/company/lumina-investment-advisors-llc/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $3,661,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Lumina Investment Advisors LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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