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JOSEPH P. LUCIA & ASSOCIATES, LLC

Tel: 914-352-6600
3505 Hill Blvd.
Suite J
Yorktown Heights, New York  10598

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JOSEPH P. LUCIA & ASSOCIATES, LLC

JOSEPH P. LUCIA & ASSOCIATES, LLC is a Yorktown Heights, New York based financial advisory firm with nearly $310,337,044 in assets under management and provides investment advisory services for 1518 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

147625

SEC#:

801-76540

No. of Clients:

1518

Assets under Management

$310,337,044

No. of Advisors:

5

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