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MOUNT LUCAS MANAGEMENT LP
405 South State Street
Newtown, Pennsylvania 18940
Tel: 267-759-3500
About MOUNT LUCAS MANAGEMENT LP
MOUNT LUCAS MANAGEMENT LP, formally registered with the SEC as MOUNT LUCAS MANAGEMENT LP. The firm was established in 10/23/1986. They have over 1 offices throughout the country.
MOUNT LUCAS MANAGEMENT LP is a Newtown, Pennsylvania based Financial Planning firm with nearly $1,144,600,000 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108255 |
| SEC# | 801-28254 |
| Assets Managed by Firm | $1,144,600,000 |
| No. of Clients | 15 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $1,144,600,000 |
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