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
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in California?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in California, Sacramento
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
