Luna Capital Management, LLC
Luna Capital Management, LLC (CRD# 307687) is a financial advisory firm headquartered in Burlingame, CA. They manage $36,812,900 in 204 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management37MILLION
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Total Number of Accounts204ACCOUNTS
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Average Account Value$180,455
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Luna Capital Management, LLC
1
Ronan Gaudario (CRD# 2494459) is an Investment Advisor Representative working at Luna Capital Management, LLC in Burlingame, CA and has over 29 years of experience in the finance industry.
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