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ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Tel: 925-837-8355
939 Hartz Way
Suite 200
Danville, California  94526-3440

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ANDREWS, LUCIA WEALTH MANAGEMENT LLC

ANDREWS, LUCIA WEALTH MANAGEMENT LLC is a Danville, California based financial advisory firm with nearly $456,071,682 in assets under management and provides investment advisory services for 639 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

130931

SEC#:

801-66974

No. of Clients:

639

Assets under Management

$456,071,682

No. of Advisors:

2

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