Luke Financial Company, LLC
Luke Financial Company, LLC (CRD# 147118) is a financial advisory firm headquartered in Plano, TX. They manage $10,000,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$100,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Luke Financial Company, LLC
1
Jonathan Mazur (CRD# 5025791) is an Investment Advisor Representative working at Luke Financial Company, LLC in Plano, TX and has over 18 years of experience in the finance industry.
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