Lucas Retirement Group LLC

Overview

Lucas Retirement Group LLC is a limited liability company organized in Arizona that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm is registered with the SEC (registration year unknown). It identifies as a capital allocator and reports an ownership structure led by an individual owner. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The firm is not flagged as an active ESG investor, is not designated as a multi-state adviser, and lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices