Lucia Capital Group
Lucia Capital Group (CRD# 152396) is a financial advisory firm headquartered in San Diego, CA. They manage $128,246,611 in 91 accounts and serve the financial needs of clients across 51 states (or territories).
Total Assets Under Management128MILLION
Total Number of Accounts91ACCOUNTS
Average Account Value$1,409,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Lance Helfert (CRD# 2692919) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 5 years of experience in the finance industry.
Ryan Lowe (CRD# 4766979) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 17 years of experience in the finance industry.