|
⚲
|
| Lucas Group Financial Planners Inc
✚
|
|
|---|---|
| CRD # | 130163 |
| SEC # | 801-112737 |
| CIK # | |
| AUM | $374.7 M (2025-07-03) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 916-921-9220 |
| Address | 1545 River Park Drive, Sacramento, CA 95815 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 390 | 183.2 |
| (b) Individuals (high net worth individuals) | 66 | 139.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 52.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,110 | 374.7 |
| By Discretionary | ||
| Discretionary | 812 | 344.4 |
| Non-Discretionary | 298 | 30.3 |
| Total | 1,110 | 374.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.7 | |
| Total | 1,110 | 374.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.4 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.4 |
|
Genesee Capital Advisors LLC
✚
|
NY | 0.4 |
|
Flagstone Financial Management LLC
✚
|
NE | 0.4 |
|
Graham Bordelon Golson & Gilbert Inc
✚
|
LA | 0.4 |
|
MB Levis & Associates LLC
✚
|
PA | 0.4 |
|
Lifesteps Financial Inc
✚
|
CA | 0.4 |
|
Carnegie Lake Advisors LLC
✚
|
NJ | 0.4 |
|
Kingsmark Private Financial Advisors LLC
✚
|
GA | 0.4 |