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Building 2LUCAS CAPITAL MANAGEMENT, L.L.C.

Map pinRED BANK, NJ
Phone732-758-1004
NotebookSEC #801-57997
Total AUM
$218.6M
Employees
5
Clients
312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 BRIDGE AVE, SUITE 221
THE GALLERIA
RED BANK
NJ 07701
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
732-758-1004

ReceiptFinancials

Total AUM
$218.6M
Accounts
317
Discretionary
$217.5M
Accounts
312
Non-Discretionary
$1.1M
Accounts
5

ContactClients

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Individual Clients
297
AUM
$143.1M
HNW Individual Clients
11
AUM
$48.9M
Pension/Profit Sharing Plan Clients
2
AUM
$2.8M
Charitable Organization Clients
2
AUM
$23.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANJNYPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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