Luna Investment Services Inc.

Luna Investment Services Inc. (CRD# 113474) is a financial advisory firm headquartered in , . They manage $6,772,978 in 262 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $25,851
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.

CO

Financial Advisors at Luna Investment Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gabe T. Luna
CRD#: 5866773
Denver, CO
93
Wealthminder
score

Gabe Luna (CRD# 5866773) is an Investment Advisor Representative working at Luna Investment Services Inc. in Denver, CO and has over 7 years of experience in the finance industry.

2
Richard Luna
CRD#: 2243121
Denver, CO
93
Wealthminder
score

Richard Luna (CRD# 2243121) is an Investment Advisor Representative working at Luna Investment Services Inc. in Denver, CO and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.