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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-2000
- Office Locations
- 1
Office Locations
About Luna Investment Services Inc.
Luna Investment Services Inc. is a Denver-based RIA. The firm has been operating for 26 years. Managing $6.8M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $324.1K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Luna Investment Services Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GABE TOMAS LUNA
President
- CRD
- #5866773
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,807,150 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,807,150 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Luna Investment Services Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.