Hilary
Tuohy
Lumina Financial Consultants, LLC
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About this Advisor
Hilary Tuohy is a financial advisor based in Rye, New York who has 2 years of industry experience. Tuohy works at Lumina Financial Consultants, LLC. During their career, Tuohy has held roles at Lumina Financial Consultants, LLC, New Leaf Financial Advisory, Dun & Bradstreet, 2E Ventures LLC and Filip Technologies Inc. Tuohy maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in New York. Lumina Financial Consultants, LLC is an advisory business based out of Mill Valley, CA. The firm has offices in two locations and a total of six employees. It oversees $132 million in assets between its 181 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 181 accounts, 60% are held by high-net-worth clients who have more than $1 million in investable assets. Lumina Financial Consultants, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely depend on the financial services. Fees charged by Lumina Financial Consultants, LLC can consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lumina Financial Consultants, LLC Brokerage Details
$132,171,980
6
181
$730,232
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Hilary Tuohy Work History
Hilary has been registered as a financial advisor for 2 years.*
Lumina Financial Consultants, LLC
New Leaf Financial Advisory
2E Ventures LLC
Dun & Bradstreet
Filip Technologies Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hilary Tuohy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lumina Financial Consultants, LLC
Mill Valley, CA
Rye, NY
Mill Valley, CA
Rye, NY
Mill Valley, CA
Alexandria, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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