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Home > Retirement Planners > pennsylvania > newtown > MOUNT LUCAS INDEX ADVISERS LLC
MOUNT LUCAS INDEX ADVISERS LLC
405 South State Street
Newtown, Pennsylvania 18940
Tel: 267-759-3500
About MOUNT LUCAS INDEX ADVISERS LLC
MOUNT LUCAS INDEX ADVISERS LLC, formally registered with the SEC as MOUNT LUCAS INDEX ADVISERS LLC. The firm was established in 10/28/2020. They have over 1 offices throughout the country.
MOUNT LUCAS INDEX ADVISERS LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $260,148,605 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 0 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310820 |
| SEC# | 801-119730 |
| Assets Managed by Firm | $260,148,605 |
| No. of Clients | 1 |
| No. of Advisors | 0 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $260,148,605 |
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