LUCASHILL, LLC

228 Hamilton Ave
3rd Floor
Palo Alto, California 94301
Tel: (650) 254-8599

About LUCASHILL, LLC

LUCASHILL, LLC, formally registered with the SEC as LUCASHILL, LLC. The firm was established in 06/06/2022. They have over 2 offices throughout the country.

LUCASHILL, LLC is a Palo Alto, California based Financial Planning firm with nearly $562,484,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321069
SEC#	801-125810
Assets Managed by Firm	$562,484,000
No. of Clients	3
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$562,484,000

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