LUCAS GROUP FINANCIAL PLANNERS, INC. - Financial Advisor in California, Sacramento

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

About 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

Firm CRD#:

130163

Firm SEC#:

801-112737

Assets Under Management:

$374,733,822

No. of Clients:

1110

No. of Advisors:

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 MANAGERS)

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