Lucey Investment Management, LLC
Lucey Investment Management, LLC (CRD# 137718) is a financial advisory firm headquartered in , . They manage $38,707,041 in 204 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts204ACCOUNTS
Average Account Value$189,740
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, NJ, NY
Kevin Lucey (CRD# 5048981) is an Investment Advisor Representative working at Lucey Investment Management, LLC in Glastonbury, CT and has over 12 years of experience in the finance industry.