LUMINA FINANCIAL CONSULTANTS, LLC
CRD #163783 SEC #801-120910 MILL VALLEY, CA 415-944-5040
SEC Registered
Total AUM
$134.4M
Discretionary
$132M
Employees
6
Clients
26
Accounts
203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $134.4M | $132M | $2.4M | 6 | 0 |
| Mar 2022 | $132.2M | $129.5M | $2.6M | 6 | 0 |
| Apr 2021 | $102.1M | $94.4M | $7.7M | 5 | 0 |
| Apr 2021 | $102.1M | $94.4M | $7.7M | 5 | 0 |
| Mar 2021 | $102.1M | $94.4M | $7.7M | 5 | 0 |
DateApr 2023
Total AUM$134.4M
Discretionary$132M
Non-Disc.$2.4M
Employees6
Clients0
DateMar 2022
Total AUM$132.2M
Discretionary$129.5M
Non-Disc.$2.6M
Employees6
Clients0
DateApr 2021
Total AUM$102.1M
Discretionary$94.4M
Non-Disc.$7.7M
Employees5
Clients0
DateApr 2021
Total AUM$102.1M
Discretionary$94.4M
Non-Disc.$7.7M
Employees5
Clients0
DateMar 2021
Total AUM$102.1M
Discretionary$94.4M
Non-Disc.$7.7M
Employees5
Clients0