LUMA CAPITAL - Financial Advisor in Florida, Naples

Tel: 239-659-2888 4850 Tamiami Trail North Suite 301 Naples, Florida 34103

About LUMA CAPITAL

LUMA CAPITAL is a Naples, Florida based financial advisory firm with nearly $144,121,295 in assets under management and provides investment advisory services for 61 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

119576

Firm SEC#:

801-61140

Assets Under Management:

$144,121,295

No. of Clients:

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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