Gabe Tomas Luna
Advisor at LUNA Investment Services Inc. — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
15 years
Location
Denver, CO
LUNA Investment Services Inc.
Independent
Total advisors
1Clients per advisor
21 TypicalAvg AUM per client
$324,150 LowHNW client ratio
33% HighGabe Luna is the sole advisor at LUNA Investment Services Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at LUNA Investment Services since 2012 and concurrently at Axa Advisors, LLC since 2011. LUNA Investment Services provides discretionary asset management and financial planning services primarily to individual clients, employing a tactical investment approach focused on global mutual fund managers with low turnover and risk aversion, combined with fundamental and technical stock analysis. The firm manages accounts under discretionary authority while allowing clients to retain proxy voting rights.
Based on LUNA Investment Services Inc.
Fixed fees offered but not including subscription fees; specific amounts not stated.
$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: Negotiable
Hourly rates offered but specific amounts not stated.
Account minimum: $100,000 Fee-only: Fixed fees (not including subscription fees), hourly rates, or solicitor fees from third party money managers also available but not detailed.
Denver, CO
Denver CO
Advisors at this office
1
Colorado
15 years of industry experience
LUNA Investment Services Inc.
2012 - Present • 14 years
Denver, CO
Axa Advisors, Llc
2011 - Present • 15 years
Denver, CO
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Lawyer
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Real estate agent
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Other specialized services
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