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Matthew Maguire Page

ShareholderLucas Group Financial Planners, Inc.CRD 3166601

About Matthew Maguire Page

Matthew Maguire Page is listed as Shareholder at Lucas Group Financial Planners, Inc. in Sacramento, CA. Form ADV reports a beneficial ownership band of Over 75%. Matthew Maguire Page is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Lucas Group Financial Planners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Maguire Page work?

Matthew Maguire Page is listed as Shareholder at Lucas Group Financial Planners, Inc. on SEC Form ADV.

How much of Lucas Group Financial Planners, Inc. does Matthew Maguire Page own?

Form ADV reports a beneficial ownership band of Over 75%.

Lucas Group Financial Planners, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2016
View Lucas Group Financial Planners, Inc. →

Lucas Group Financial Planners, Inc.

TitleChief Compliance Officer
OwnershipOver 75%
Control personYes
Since2018
View Lucas Group Financial Planners, Inc. →