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

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,770,646,602

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$1,173,288,395

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$918,779,505

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2398

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