Luke Financial Company, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 147118
- Website
- lukefinancial.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Luke Financial Company, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, combining fee models that include a percentage of assets under management, hourly charges, and fixed-fee engagements. Advisory services center on financial planning, portfolio management for individuals and small businesses, and client education via seminars and workshops. The firm also operates as an insurance broker, which informs its product mix and client solutions.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Jonathan Mazur
PresidentCRD 5025791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 6860 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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