JOSEPH P. LUCIA & ASSOCIATES, LLC
Tel: 914-352-6600 3505 Hill Blvd. Suite J Yorktown Heights, New York 10598
About 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
Firm CRD#:
147625
Firm SEC#:
801-76540
Assets Under Management:
$310,337,044
No. of Clients:
1518
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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