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$26.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
2712 Marlboro Place Modesto CA
About Luminary Financial Planning
Luminary Financial Planning is a Modesto-based RIA. The firm has been operating for 12 years. Managing $26.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and SSG.
Team overview
48 AVG AGE
$26.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
NICOLE E SEGHETTI
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4782867
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,752,161 | -- |
| Total | $26,752,161 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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