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Lucas Group Financial Planners, Inc.

● SEC registered since 2018CRD 130163SEC# 801-112737Sacramento, CA
Export (members)
Reg. AUM
$374.7M
Employees
5
Accounts
1,110
Location
Sacramento, CA

Lucas Group Financial Planners, Inc. assets under management

Lucas Group Financial Planners, Inc. is a registered investment adviser overseen by the SEC based in Sacramento, CA. The firm has been registered since 2018. It reports $374.7 million in regulatory assets under management and employs 5 people.
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Lucas Group Financial Planners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Matthew Maguire Page ControlChief Compliance OfficerOver 75%2018
Matthew Maguire Page ControlShareholderOver 75%2016

Frequently asked questions

How much does Lucas Group Financial Planners, Inc. manage?

Lucas Group Financial Planners, Inc. reports $374.7 million in regulatory assets under management on its Form ADV.

How many employees does Lucas Group Financial Planners, Inc. have?

Lucas Group Financial Planners, Inc. reports 5 employees.

Where is Lucas Group Financial Planners, Inc. located?

Lucas Group Financial Planners, Inc. is based in Sacramento, CA and has been SEC-registered since 2018.

Does Lucas Group Financial Planners, Inc. disclose fund performance?

Lucas Group Financial Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1545 River Park Drive,, Suite 401, Sacramento, CA 95815
Phone916-921-9220
Fax916-921-2625
Office hours8:00 a.m.-5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$344.4M
Non-discretionary$30.3M
Total (RAUM)$374.7M