Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > danville > ANDREWS, LUCIA WEALTH MANAGEMENT LLC
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
939 Hartz Way
Suite 200
Danville, California 94526-3440
Tel: 925-837-8355
About ANDREWS, LUCIA WEALTH MANAGEMENT LLC
ANDREWS, LUCIA WEALTH MANAGEMENT LLC, formally registered with the SEC as ANDREWS, LUCIA WEALTH MANAGEMENT LLC. The firm was established in 07/03/2006. They have over 2 offices throughout the country.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC is a Danville, California based Financial Planning firm with nearly $456,071,682 assets under management, offering retirement planning & investment advisory services to 639 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130931 |
| SEC# | 801-66974 |
| Assets Managed by Firm | $456,071,682 |
| No. of Clients | 639 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 639 | $456,071,682 |
| Individuals (other than high net worth individuals) | 87 | $39,274,079 |
| High net worth individuals | 109 | $406,505,149 |
| Corporations or other businesses | 7 | $10,292,454 |
More Retirement Planning firms in Danville, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Danville, California