1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LUMINA FINANCIAL CONSULTANTS, LLC

Map pinMILL VALLEY, CA
Phone415-944-5040
NotebookSEC #801-120910
Total AUM
$134.4M
Employees
6
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SHORELINE HIGHWAY
SUITE 100B
MILL VALLEY
CA 94941
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
415-944-5040
Other Offices
2

ReceiptFinancials

Total AUM
$134.4M
Accounts
203
Discretionary
$132M
Accounts
201
Non-Discretionary
$2.4M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
25
AUM
$11.6M
HNW Individual Clients
46
AUM
$121.7M
Pension/Profit Sharing Plan Clients
1
AUM
$541.9K
Corporation or Business Clients
1
AUM
$535.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEE FOR WEB-BASED SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account