Overview
Assets Under Management: $456 million
Headquarters: DANVILLE, CA
High-Net-Worth Clients: 110
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.57
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 639
Discretionary Accounts: 639
Regulatory Filings
CRD Number: 130931
Last Filing Date: 2024-03-18 00:00:00
Website: https://luciawealth.com