LUCAS GROUP FINANCIAL PLANNERS, INC.

SACRAMENTO, California·2 registered advisors·CRD# 130163
SEC# 801-1127371916-921-9220
01

Firm Overview

AUM
$328M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LUCAS GROUP FINANCIAL PLANNERS, INC.

2 registered advisors
Gregory Alan Lucas
SACRAMENTO, California
Matthew Maguire Page
SACRAMENTO, California
05

Office Locations

SACRAMENTO, California
2 advisors

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Data sourced from SEC Form ADV filings. LUCAS GROUP FINANCIAL PLANNERS, INC. (CRD# 130163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.