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LUMA CAPITAL
4850 Tamiami Trail North
Suite 301
Naples, Florida 34103
Tel: 239-659-2888
About LUMA CAPITAL
LUMA CAPITAL, formally registered with the SEC as LUMA CAPITAL. The firm was established in 05/21/2002. They have over 1 offices throughout the country.
LUMA CAPITAL is a Naples, Florida based Financial Planning firm with nearly $144,121,295 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119576 |
| SEC# | 801-61140 |
| Assets Managed by Firm | $144,121,295 |
| No. of Clients | 61 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (PROVIDE SERVICES TO OTHER INVESTMENT ADVISORS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 61 | $144,121,295 |
| Individuals (other than high net worth individuals) | 8 | $4,268,590 |
| High net worth individuals | 29 | $111,041,711 |
| Corporations or other businesses | Fewer than 5 clients | $7,948,627 |
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