Lucas Group Financial Planners, Inc.
Lucas Group Financial Planners, Inc. (CRD# 130163) is a financial advisory firm headquartered in Sacramento, CA. They manage $327,737,902 in 1,084 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management328MILLION
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Total Number of Accounts1,084ACCOUNTS
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Average Account Value$302,341
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
Todd Hadley (CRD# 4107233) is an Investment Advisor Representative working at Lucas Group Financial Planners, Inc. in Sacramento, CA and has over 23 years of experience in the finance industry.
Gregory Lucas (CRD# 712957) is an Investment Advisor Representative working at Lucas Group Financial Planners, Inc. in Sacramento, CA and has over 30 years of experience in the finance industry.
Matthew Page (CRD# 3166601) is an Investment Advisor Representative working at Lucas Group Financial Planners, Inc. in Sacramento, CA and has over 20 years of experience in the finance industry.
Paola Quintero Salazar (CRD# 7465154) is an Investment Advisor Representative working at Lucas Group Financial Planners, Inc. in Sacramento, CA and has 1 year of experience in the finance industry.