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Home > Retirement Planners > california > sacramento > LUCAS GROUP FINANCIAL PLANNERS, INC.
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 $250,199,601 assets under management, offering retirement planning & investment advisory services to 786 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 130163 |
| SEC# | 801-112737 |
| Assets Managed by Firm | $250,199,601 |
| No. of Clients | 786 |
| No. of Advisors | 5 |
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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 786 | $250,199,601 |
| Individuals (other than high net worth individuals) | 376 | $139,381,186 |
| High net worth individuals | 41 | $88,312,013 |
| Pension and profit sharing plans | 15 | $22,506,402 |
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