Overview
Assets Under Management: $303 million
Headquarters: YORKTOWN HEIGHTS, NY
High-Net-Worth Clients: 3
Average Client Assets: $84 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.92
Average High-Net-Worth Client Assets: $84 million
Total Client Accounts: 1,818
Discretionary Accounts: 1,043
Non-Discretionary Accounts: 775
Regulatory Filings
CRD Number: 147625
Filing ID: 1934513
Last Filing Date: 2025-03-11 22:48:00
Website: https://luciaandassociates.net