Overview
Assets Under Management: $375 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 3
Average Client Assets: $61 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.89
Average High-Net-Worth Client Assets: $61 million
Total Client Accounts: 1,110
Discretionary Accounts: 812
Non-Discretionary Accounts: 298
Regulatory Filings
CRD Number: 130163
Filing ID: 2001859
Last Filing Date: 2025-07-03 18:19:00
Website: https://lucasplanners.com