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Andrew Mark Lutz

DEFINITIVE CAPITAL MANAGEMENT, LP·RADNOR, Pennsylvania
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555 E. LANCASTER AVENUE, RADNOR, PA 19087CRD# 2540431Firm CRD# 157387
01

About

Andrew Mark Lutz is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with DEFINITIVE CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DEFINITIVE CAPITAL MANAGEMENT, LP
DEFINITIVE CAPITAL MANAGEMENT, LP
AUM
$1.8B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DEFINITIVE CAPITAL MANAGEMENT, LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2540431
Firm CRD# 157387
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Mark Lutz offer?
Andrew Mark Lutz specializes in Retirement Planning, Wealth Management. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Andrew Mark Lutz's credentials?
Andrew Mark Lutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Mark Lutz located?
Andrew Mark Lutz is based in RADNOR, Pennsylvania, working with DEFINITIVE CAPITAL MANAGEMENT, LP. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Andrew Mark Lutz charge for services?
Andrew Mark Lutz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEFINITIVE CAPITAL MANAGEMENT, LP?
DEFINITIVE CAPITAL MANAGEMENT, LP has approximately 9 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RADNOR
Fox Richard — CROSS ATLANTIC CAPITAL PARTNERS, INC.Richard Carter Caldwell — CROSS ATLANTIC CAPITAL PARTNERS, INC.Donald Richard Caldwell — CROSS ATLANTIC CAPITAL PARTNERS, INC.Rahul Singh — CROSS ATLANTIC CAPITAL PARTNERS, INC.Frederick Tecce — CROSS ATLANTIC CAPITAL PARTNERS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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