LUCAS RETIREMENT GROUP LLC

Overview

Lucas Retirement Group LLC is organized as a limited liability company that focuses on retirement-related advisory work. Its listed advisory activities are financial planning and the selection of other advisers, indicating the firm acts in a consultative capacity and may arrange or recommend third‑party managers rather than solely managing portfolios in-house. FINTRX flags the firm as a capital allocator and notes an affiliation with an insurance company. The firm uses fixed fees (and unspecified "other" fee arrangements) and is not identified as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices