MOUNT LUCAS MANAGEMENT LP - Financial Advisor in Pennsylvania, Newtown

Tel: 267-759-3500 405 South State Street Newtown, Pennsylvania 18940

About MOUNT LUCAS MANAGEMENT LP

MOUNT LUCAS MANAGEMENT LP is a Newtown, Pennsylvania based financial advisory firm with nearly $1,144,600,000 in assets under management and provides investment advisory services for 15 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

108255

Firm SEC#:

801-28254

Assets Under Management:

$1,144,600,000

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?