Luke Financial Company, LLC

Luke Financial Company, LLC (CRD# 147118) is a financial advisory firm headquartered in Plano, TX. They manage $25,000,000 in 435 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    435
    ACCOUNTS
  • Average Account Value
    $57,471
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Luke Financial Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan F. Mazur
CRD#: 5025791
777 Main Street, Suite 600, Fort Worth, TX 76102
83
Wealthminder
score

Jonathan Mazur (CRD# 5025791) is an Investment Advisor Representative working at Luke Financial Company, LLC in Fort Worth, TX and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.