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Home > Retirement Planners > new york > yorktown heights > JOSEPH P. LUCIA & ASSOCIATES, LLC
JOSEPH P. LUCIA & ASSOCIATES, LLC
3505 Hill Blvd.
Suite J
Yorktown Heights, New York 10598
Tel: 914-352-6600
About JOSEPH P. LUCIA & ASSOCIATES, LLC
JOSEPH P LUCIA & ASSOCIATES, LLC, formally registered with the SEC as JOSEPH P LUCIA & ASSOCIATES, LLC. The firm was established in 04/24/2012. They have over 1 offices throughout the country.
JOSEPH P. LUCIA & ASSOCIATES, LLC is a Yorktown Heights, New York based Financial Planning firm with nearly $310,337,044 assets under management, offering retirement planning & investment advisory services to 1518 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147625 |
| SEC# | 801-76540 |
| Assets Managed by Firm | $310,337,044 |
| No. of Clients | 1518 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1518 | $310,337,044 |
| Individuals (other than high net worth individuals) | 637 | $138,301,174 |
| High net worth individuals | 56 | $172,035,870 |
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