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Lucid Advisors Inc
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CRD # | 116639 |
SEC # | 801-67665 |
CIK # | |
AUM | $909.1 MM (2024-08-28) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 206-267-2222 |
Address | 2101 4th Avenue Seattle, WA 98121 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 17 | 6.2 |
(b) Individuals (high net worth individuals) | 12 | 34.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 11 | 833.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 19.9 |
(n) Other | 0 | 15.0 |
Total | 172 | 909.1 |
By Discretionary | ||
Discretionary | 96 | 37.8 |
Non-Discretionary | 76 | 871.3 |
Total | 172 | 909.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 909.1 | |
Total | 172 | 909.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
FORM Wealth Advisors LLC
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|
WI | 0.9 |
Wealthshield Partners LLC
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|
NC | 0.9 |
Allied Investment Advisors LLC
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|
MT | 0.9 |
IMA Advisory Services Inc
✚
|
KS | 0.9 |
Woodard & Co Asset Management Group Inc
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|
NC | 0.9 |
Hengehold Capital Management LLC
✚
|
OH | 0.9 |
Consolidated Portfolio Review Corp
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|
NY | 0.9 |
Fuse Partners LLC
✚
|
TX | 0.9 |
Strategic Wealth Investment Group LLC
✚
|
KY | 0.9 |
Portland Global Advisors LLC
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|
ME | 0.9 |