LUNA INVESTMENT SERVICES INC.

LUNA INVESTMENT SERVICES INC. is an SEC-registered investment adviser (CRD 113474). Regulatory assets under management: $6.8M.

Registration

• CRD: 113474
• Type: Registered investment adviser
• Phone: 303-887-1172
• Latest filing: 2026-06-11
• Regulatory AUM: $6.8M
• Discretionary AUM: $6.8M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113474 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search