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Home > Retirement Planners > washington > seattle > LUCID ADVISORS, INC.
LUCID ADVISORS, INC.
2101 4th Avenue
Suite 2130
Seattle, Washington 98121
Tel: 206-267-2222
About LUCID ADVISORS, INC.
LUCID ADVISORS, INC, formally registered with the SEC as LUCID ADVISORS, INC. The firm was established in 03/05/2007. They have over 1 offices throughout the country.
LUCID ADVISORS, INC. is a Seattle, Washington based Financial Planning firm with nearly $909,103,872 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116639 |
| SEC# | 801-67665 |
| Assets Managed by Firm | $909,103,872 |
| No. of Clients | 172 |
| No. of Advisors | 3 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (EMPLOYEE EDUCATION AND COMMUNICATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 172 | $909,103,872 |
| Individuals (other than high net worth individuals) | 17 | $6,157,065 |
| High net worth individuals | 12 | $34,855,107 |
| Pension and profit sharing plans | 11 | $833,140,997 |
| Corporations or other businesses | Fewer than 5 clients | $19,920,324 |
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