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LUCAS GROUP FINANCIAL PLANNERS, INC.

Tel: 916-921-9220
1545 River Park Drive,
Suite 401
Sacramento, California  95815

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LUCAS GROUP FINANCIAL PLANNERS, INC.

LUCAS GROUP FINANCIAL PLANNERS, INC. is a Sacramento, California based financial advisory firm with nearly $374,733,822 in assets under management and provides investment advisory services for 1110 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGER

Firm CRD#:

130163

SEC#:

801-112737

No. of Clients:

1110

Assets under Management

$374,733,822

No. of Advisors:

6

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