Lutkus, Douglas John

Lutkus, Douglas John (CRD# 152495) is a financial advisory firm headquartered in Carmel, CA. They manage $3,376,000 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $73,391
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
  • Pension consulting services
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.

CA

Financial Advisors at Lutkus, Douglas John
Showing 1 - 1 of 1 top financial advisors.
1
Douglas J. Lutkus
CRD#: 4029478
26362 Carmel Rancho Lane Ste. 203, Carmel, CA 93923
93
Wealthminder
score

Douglas Lutkus (CRD# 4029478) is an Investment Advisor Representative working at Lutkus, Douglas John in Carmel, CA and has over 17 years of experience in the finance industry.

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