Overview
Assets Under Management: $1.4 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 413
Average Client Assets: $1.5 million
Frequently Asked Questions
LUCIA CAPITAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152396), LUCIA CAPITAL GROUP is subject to fiduciary duty under federal law.
LUCIA CAPITAL GROUP is headquartered in SAN DIEGO, CA.
LUCIA CAPITAL GROUP serves 413 high-net-worth clients according to their SEC filing dated November 30, 2018. View client details ↓
According to their SEC Form ADV, LUCIA CAPITAL GROUP offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
LUCIA CAPITAL GROUP manages $1.4 billion in client assets according to their SEC filing dated November 30, 2018.
According to their SEC Form ADV, LUCIA CAPITAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 413
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.44%
Average Client Assets: $1.5 million
Total Client Accounts: 3,727
Discretionary Accounts: 1,029
Non-Discretionary Accounts: 2,698
Regulatory Filings
CRD Number: 152396
Filing ID: 1255206
Last Filing Date: 2018-11-30 22:00:00