Luna Capital Management, LLC

Luna Capital Management, LLC (CRD# 281388) is a financial advisory firm headquartered in , . They manage $10,479,530 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $616,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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 Luna Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kim L. Woo
CRD#: 2414849
San Carlos, CA
93
Wealthminder
score

Kim Woo (CRD# 2414849) is an Investment Advisor Representative working at Luna Capital Management, LLC in San Carlos, CA and has over 20 years of experience in the finance industry.

2
Victor V. Yaneza
CRD#: 6086033
San Carlos, CA
87
Wealthminder
score

Victor Yaneza (CRD# 6086033) is an Investment Advisor Representative working at Luna Capital Management, LLC in San Carlos, CA and has 1 year of experience in the finance industry.

3
Ronan C. Gaudario
CRD#: 2494459
San Carlos, CA
68
Wealthminder
score

Ronan Gaudario (CRD# 2494459) is an Investment Advisor Representative working at Luna Capital Management, LLC in San Carlos, CA and has over 23 years of experience in the finance industry.

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