A complete list of active advisors currently associated with Luna Capital Management, LLC
Warmer can help you find a great advisor at Luna Capital Management, LLC or one who fits your needs even better.
The firm serves individuals and high‑net‑worth clients and offers discretionary and non‑discretionary portfolio management, financial planning, estate‑planning coordination, and pension/401(k) consulting. Services are implemented and monitored on an ongoing basis and are typically billed as a percentage of assets under management. The firm’s investment process is tailored to each client’s objectives, time horizon, and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. The brochure also discloses that option strategies (derivatives) may be used in client accounts with client consent and that such strategies carry distinct tax and risk considerations. Distinctive features disclosed in the brochure include that the firm’s principal holds active insurance and real‑estate licenses and may offer commissionable insurance and real‑estate products, a relationship the firm identifies as a potential conflict of interest and seeks to mitigate. The firm operates with a small-team structure in which the principal performs account reviews and relies on custodial relationships with major broker‑dealers that provide research and operational benefits.
To learn more about the advisors currently working at Luna Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Burlingame, CA
| 29
| |
Chester, CA
| 45
|
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