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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