Luma Capital LLC

EST. AUM
$135,786,645

CONTACTS
1

CLIENT ACCOUNTS
72

Firm Details

Metro area Naples
CRD Number 119576
Website lumacapital.com
Client types

Overview

LUMA Capital (LUMA) is an investment advisor based in Naples, Florida. Established in the year 2001, it provides investment advisory and consulting services on private investments, family businesses, public markets, and asset allocation for individuals and families. The assets of the firm are managed and governed by Daniel Keller

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Luma Capital LLC

Platform Details

Investment Preferences

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Address

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