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LUCIA CAPITAL GROUP
SAN DIEGO, CA
800-644-1150
SEC #801-71073Total AUM
$128.2M
Employees
6Clients
71Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13520 EVENING CREEK DRIVE, N.
SUITE 300
SAN DIEGO
CA 92128
United States
SUITE 300
SAN DIEGO
CA 92128
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
800-644-1150
Other Offices
2
Financials
Total AUM
$128.2M
Accounts
91Discretionary
$109.7M
Accounts
84Non-Discretionary
$18.5M
Accounts
7
Clients
Individual Clients
12AUM
$5.3M
HNW Individual Clients
44AUM
$98.6M
Pension/Profit Sharing Plan Clients
1AUM
$402.8K
Charitable Organization Clients
1AUM
$5M
Corporation or Business Clients
13AUM
$19M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.