LUCAS GROUP FINANCIAL PLANNERS, INC.

1545 River Park Drive,
Suite 401
Sacramento, California 95815
Tel: 916-921-9220

About LUCAS GROUP FINANCIAL PLANNERS, INC.

LUCAS GROUP FINANCIAL PLANNERS, INC, formally registered with the SEC as LUCAS GROUP FINANCIAL PLANNERS, INC. The firm was established in 04/02/2018. They have over 2 offices throughout the country.

LUCAS GROUP FINANCIAL PLANNERS, INC. is a Sacramento, California based Financial Planning firm with nearly $374,733,822 assets under management, offering retirement planning & investment advisory services to 1110 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130163
SEC#	801-112737
Assets Managed by Firm	$374,733,822
No. of Clients	1110
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1110	$374,733,822
Individuals (other than high net worth individuals)	390	$183,190,630
High net worth individuals	66	$139,241,807
Pension and profit sharing plans	29	$52,301,385

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