LUMINA FINANCIAL CONSULTANTS, LLC
LUMINA FINANCIAL CONSULTANTS, LLC of MILL VALLEY, CA is an SEC-registered investment adviser (CRD 163783). Regulatory assets under management: $134.4M.
Registration
- CRD: 163783
- SEC file number: 801-120910
- Type: Registered investment adviser
- Location: 100 SHORELINE HIGHWAY, SUITE 100B, MILL VALLEY, CA, 94941
- Phone: 415-944-5040
- Latest filing: 2023-04-17
- Regulatory AUM: $134.4M
- Discretionary AUM: $132.0M
- Non-discretionary AUM: $2.4M
- Clients: 6
- Accounts: 203
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SCHWARZ JEAN STASSI HARRELL | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| FRIED LAURIE | INVESTMENT ADVISER AND PARTNER | — |
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