Unclaimed Profile

Julie Ann Gouveia

LUCAS CAPITAL MANAGEMENT, L.L.C.·RED BANK, New Jersey

Clean recordLUCAS CAPITAL MANAGEMENT, L.L.C.

2 BRIDGE AVE, SUITE 221, RED BANK, NJ 07701CRD# 2295348Firm CRD# 112050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Ann Gouveia · RED BANK, NJ

Registration

CRD #2295348 · LUCAS CAPITAL MANAGEMENT, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julie Ann Gouveia is a registered financial advisor based in RED BANK, New Jersey, affiliated with LUCAS CAPITAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Julie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LUCAS CAPITAL MANAGEMENT, L.L.C.

AUM

$219M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LUCAS CAPITAL MANAGEMENT, L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2295348

Firm CRD# 112050

View on FINRA BrokerCheck →

Looking for a financial advisor in RED BANK?

Browse all registered financial advisors in RED BANK, New Jersey or claim this profile if it's yours.

Browse RED BANK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Julie Ann Gouveia offer?

Julie Ann Gouveia specializes in Financial Planning, Investment Management. Contact their office in RED BANK, New Jersey for a consultation.

What are Julie Ann Gouveia's credentials?

Julie Ann Gouveia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Ann Gouveia located?

Julie Ann Gouveia is based in RED BANK, New Jersey, working with LUCAS CAPITAL MANAGEMENT, L.L.C.. Their office serves clients in the RED BANK metropolitan area and surrounding communities.

How does Julie Ann Gouveia charge for services?

Julie Ann Gouveia's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LUCAS CAPITAL MANAGEMENT, L.L.C.?

LUCAS CAPITAL MANAGEMENT, L.L.C. has approximately 5 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →