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Matthew Maguire Page

LUCAS GROUP FINANCIAL PLANNERS, INC.·SACRAMENTO, California
Clean recordLUCAS GROUP FINANCIAL PLANNERS, INC.
1545 RIVER PARK DRIVE,, SACRAMENTO, CA 95815CRD# 3166601Firm CRD# 130163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Maguire Page · SACRAMENTO, CA
Registration
CRD #3166601 · LUCAS GROUP FINANCIAL PLANNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Maguire Page is a registered financial advisor based in SACRAMENTO, California, affiliated with LUCAS GROUP FINANCIAL PLANNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LUCAS GROUP FINANCIAL PLANNERS, INC.
LUCAS GROUP FINANCIAL PLANNERS, INC.
AUM
$328M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LUCAS GROUP FINANCIAL PLANNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS
Regulatory
SEC/IARD CRD# 3166601
Firm CRD# 130163
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Maguire Page offer?
Matthew Maguire Page specializes in Financial Planning, Investment Management. Contact their office in SACRAMENTO, California for a consultation.
What are Matthew Maguire Page's credentials?
Matthew Maguire Page is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Maguire Page located?
Matthew Maguire Page is based in SACRAMENTO, California, working with LUCAS GROUP FINANCIAL PLANNERS, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Matthew Maguire Page charge for services?
Matthew Maguire Page's firm is compensated through percentage of aum, hourly charges, subscription fees, other: portion of fees managed by third-party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUCAS GROUP FINANCIAL PLANNERS, INC.?
LUCAS GROUP FINANCIAL PLANNERS, INC. has approximately 3 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LUCAS GROUP FINANCIAL PLANNERS, INC.

Gregory Alan Lucas
SACRAMENTO, CA

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Research
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