LUMINATE CAPITAL MANAGEMENT, INC.

LUMINATE CAPITAL PARTNERS
SAN FRANCISCO, California·3 registered advisors·CRD# 269873
SEC# 801-1137020415-278-1506
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at LUMINATE CAPITAL MANAGEMENT, INC.

3 registered advisors
Hollie Moore Haynes
SAN FRANCISCO, California
James Marvin Haynes
SAN FRANCISCO, California
Katherine Nichols Scott
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
3 advisors

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Data sourced from SEC Form ADV filings. LUMINATE CAPITAL MANAGEMENT, INC. (CRD# 269873) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.