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Building 2LUCAS GROUP FINANCIAL ADVISORS, LLC

Map pinFREEPORT, IL
Phone815-235-9610
NotebookSEC #801-131602
Total AUM
$337.7M
Employees
9
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1753 S. WEST AVENUE
FREEPORT
IL 61032
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
815-235-9610
Other Offices
2

ReceiptFinancials

Total AUM
$337.7M
Accounts
1,176
Discretionary
$292.4M
Accounts
910
Non-Discretionary
$45.3M
Accounts
266

ContactClients

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Individual Clients
340
AUM
$131M
HNW Individual Clients
76
AUM
$194.6M
Charitable Organization Clients
7
AUM
$12M
Corporation or Business Clients
6
AUM
$79.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAILNHWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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