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LUCID ADVISORS, INC.
SEATTLE, WA
206-267-2222
SEC #801-67665Total AUM
$1.1B
Employees
2Clients
52Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2101 4TH AVENUE
SUITE 2130
SEATTLE
WA 98121
United States
SUITE 2130
SEATTLE
WA 98121
United States
Operating Hours
8:30AM-5:00PM PT
Monday - Friday
Monday - Friday
Phone
206-267-2222
Financials
Total AUM
$1.1B
Accounts
192Discretionary
$52.7M
Accounts
100Non-Discretionary
$1.1B
Accounts
92
Clients
Individual Clients
18AUM
$6.4M
HNW Individual Clients
15AUM
$48.4M
Pension/Profit Sharing Plan Clients
12AUM
$1.1B
Charitable Organization Clients
1AUM
$2.4M
Corporation or Business Clients
5AUM
$15.8M
Other Clients
1AUM
$20M
Description of Other Clients
NON-QUALIFIED DEFERRED COMPENSATION PLANS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
EMPLOYEE EDUCATION AND COMMUNICATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly Fee
Compliance
Disclosures
None reported
State Registrations
WA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.