LUCAS GROUP FINANCIAL PLANNERS, INC.
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
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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