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| Happy Holidays!! thanks for using AUM13F!! |
| Joseph P Lucia & Associates LLC
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| CRD # | 147625 |
| SEC # | 801-76540 |
| CIK # | 0001775391 |
| AUM | $303.3 M (2025-03-11) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 914-352-6600 |
| Address | 3505 Hill Blvd Yorktown Heights, NY 10598 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001775391 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.4 | ||
| Nvidia Corp | 8.2 | ||
| Amazon Com Inc | 7.6 | ||
| Facebook Inc | 3.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 776 | 251.5 |
| (b) Individuals (high net worth individuals) | 28 | 51.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,818 | 303.3 |
| By Discretionary | ||
| Discretionary | 1,043 | 181.4 |
| Non-Discretionary | 775 | 121.9 |
| Total | 1,818 | 303.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 299.9 | |
| Total | 1,818 | 303.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001775391] |
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