Conscious Capital Advisors

Conscious Capital Advisors (CRD# 304655) is a financial advisory firm headquartered in Newport Beach, CA. They manage $2,442,089 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4533 Macarthur Blvd, Ste A-2139, Newport Beach, CA 92660
https://twitter.com/consciouscappro
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $222,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Conscious Capital Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Lu, financial advisor Newport Beach CA
Joseph J. Lu
CRD#: 4668763
4533 Macarthur Blvd, Ste A-2139, Newport Beach, CA 92660

Joseph Lu (CRD# 4668763) is an Investment Advisor Representative working at Conscious Capital Advisors in Newport Beach, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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