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Joseph York Frankenfield

LUCA CAPITAL ADVISORS LLC·INDEPENDENCE, Ohio
Clean recordLUCA CAPITAL ADVISORS LLC
5005 ROCKSIDE RD, INDEPENDENCE, OH 44131CRD# 6450217Firm CRD# 156577

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph York Frankenfield · INDEPENDENCE, OH
Registration
CRD #6450217 · LUCA CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph York Frankenfield is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with LUCA CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SAGA PARTNERS LLC
SAGA PARTNERS LLC
AUM
$15M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SAGA PARTNERS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6450217
Firm CRD# 156577
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph York Frankenfield offer?
Joseph York Frankenfield specializes in Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Joseph York Frankenfield's credentials?
Joseph York Frankenfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph York Frankenfield located?
Joseph York Frankenfield is based in INDEPENDENCE, Ohio, working with LUCA CAPITAL ADVISORS LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Joseph York Frankenfield charge for services?
Joseph York Frankenfield'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 LUCA CAPITAL ADVISORS LLC?
LUCA CAPITAL ADVISORS LLC has approximately 1 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael T Nowacki
INDEPENDENCE, OH

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