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).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    1,084
    ACCOUNTS
  • Average Account Value
    $302,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lucas Group Financial Planners, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Todd R. Hadley
CRD#: 4107233
1545 River Park Drive, Suite 401, Sacramento, CA 95815

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.

2
Gregory A. Lucas
CRD#: 712957
1545 River Park Drive, Suite 401, Sacramento, CA 95815

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.

3
Matthew M. Page
CRD#: 3166601
1545 River Park Drive,, Suite 401, Sacramento, CA 95815

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.

4
Paola M. Quintero Salazar
CRD#: 7465154
1545 River Park Drive,, Suite 401, Sacramento, CA 95815

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.

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