Luke Financial Company, LLC
Luke Financial Company, LLC (CRD# 147118) is a financial advisory firm headquartered in Plano, TX. They manage $29,600,000 in 427 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts427ACCOUNTS
Average Account Value$69,321
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, FL, OK, TX
Jonathan Mazur (CRD# 5025791) is an Investment Advisor Representative working at Luke Financial Company, LLC in Plano, TX and has over 11 years of experience in the finance industry.