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LUMINARY FINANCIAL PLANNING
SEGHETTI HOLDINGS LLC
CRD 169270
2712 MARLBORO PLACE, MODESTO, CA, 95355, United States
Phone
209-606-7289
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $22.2M |
| High net worth individuals | 17 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD