CRD: 305865
Luminary Financial Advisors, LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-13-2020
- Office Locations
- 1
Office Locations
About Luminary Financial Advisors, LLC
Luminary Financial Advisors is an independent, fiduciary RIA providing holistic financial planning and investment management for families approaching peak earning years and retirement. The firm integrates cash flow, debt, tax, estate, insurance and retirement planning to align portfolios with long-term goals and risk management. Led by founder Warren Burger, a former Wall Street trading desk leader (27 years), and operating on Altruist.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WARREN EDWARD BURGER
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5402830
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,862,428 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,862,428 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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