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LL

Lucio L. Lanza

RADNORWOOD CAPITAL
PALO ALTO, CA 94301
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CRD#: 5341025
LL

Professional summary


Lucio Luigi Lanza is a registered financial advisor currently at RADNORWOOD CAPITAL, LLC located in Palo Alto, California.

Lucio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lucio has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LANZA TECHVENTURES LLC, MANAGING DIRECTOR LANZA TECHVENTURE MANAGEMENT, PRESIDENT (VENTURE CAPITAL INVESTMENTS) 165 UNIVERSITY, PALO ALTO, CA 10% TIME PDF SOLUTIONS (CORPORATE DIRECTOR, PUBLIC COMPANY) 333 W SAN CARLOS STREET SAN JOSE, CA 95110 10% TIME EXTREME DA (CORPORATE DIRECTOR, PVT COMPANY) 3211 SCOTT BLVD SANTA CLARA, CA 95054 10% TIME GRADIENT DESIGN AUTOMATION INC (CORPORATE DIRECTOR, PVT COMPANY) 4633 OLD IRONSIDES DRIVE SANTA CLARA, CA 95054 10% TIME ARM LTD (CORPORATE DIRECTOR, UK PUBLIC COMPANY) 110 FULBOURN ROAD CAMBRIDGE, CB1 9NJ, ENGLAND, UK 10% TIME CRITICALBLUE (CORPORATE DIRECTOR, UK PVT COMPANY) 17 WATERLOO PLACE EDINBURGH, EH1 3BG, SCOTLAND, UK 10% TIME FORTE DS (CORPORATE DIRECTOR, PVT COMPANY) 100 CENTURY CENTER COURT SAN JOSE, CA 95112 10% TIME

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lucio Luigi Lanza's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 1, 2008 - Present

RADNORWOOD CAPITAL, LLC

Office #1: 165 University, Palo Alto, CA 94301
RIA
CRD#: 143990
PALO ALTO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/1/2008)

Exams


Current Firm


RC
RADNORWOOD CAPITAL, LLC
RADNORWOOD CAPITAL, LLC | RADNORWOOD-LANZA CAPITAL, LLC

CRD#: 143990 / SEC#:

California
Registered Investment Advisory firm - (1/1/2008 Approved)
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Contact information


Main Address
Portland, OR
Mailing Address
Phone number
(503) 737-5239
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 42,458,284

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RADNORWOOD CAPITAL, LLC

CRD#: 143990Palo Alto, CA 94301

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