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CRD#: 341225
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for LUCAS RETIREMENT GROUP LLC Comes From
Understanding the Statistics for LUCAS RETIREMENT GROUP LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
42210 N 41st Drive Suite 140, Anthem, AZ 85086
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at LUCAS RETIREMENT GROUP LLC
JG
Joshua Colman Gerber
PR
CRD#: 6403120
Location:
New York, NY 10153
Company:
PERELLA WEINBERG PARTNERS LP
Disclosures:
Experience:
11 years
Mark A Geraci JR
IAR
RR
CRD#: 5343656
Location:
Crystal Lake, IL
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
18 years
Lawrence L Birch IV
RR
CRD#: 7147525
Location:
Cherry Hill, NJ 08034
Company:
NYLIFE SECURITIES LLC
Disclosures:
Experience:
5 years
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