Matthew
Page

Lucas Group Financial Planners, Inc

CRD#3166601
Investment Advisor
in Sacramento, CA
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About this Advisor

Matthew Page is a certified financial planner in Sacramento, California. Currently a registered advisor with Lucas Group Financial Planners, Inc, they have gathered 14 years of professional experience in the financial advisory industry. Page maintains Series 63 and Series 66 licenses, which certify them as a securities agent. Page is able to advise investors based out of California. Throughout their career, Page has worked at Avisen Securites Inc, Financial Telesis, Nfp Securities Inc, Capital Planning Advisors, Securities Service Network, Inc and Lucas Group Financial Planners, Inc. Lucas Group Financial Planners, Inc is headquartered in Sacramento, California. As an advisory firm, Lucas Group Financial Planners, Inc manages $106 million in assets dispersed across 439 accounts and employs five staff members. The firm's total assets under management places it among the mid-sized investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 8% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lucas Group Financial Planners, Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

1545 River Park Drive, Suite 401
Sacramento, CA 95815

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Lucas Group Financial Planners, Inc Brokerage Details

Total Assets Under Management

$105,754,156

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

439

CA Average: 3,727
Average Account Size

$240,898

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Page Work History

Matthew has 14 years of experience.

2014 - 2014 (0 years)

Avisen Securites Inc

2014 - 2014 (0 years)

Capital Planning Advisors

2014 - Present (5 years)

Securities Service Network, Inc

2014 - Present (5 years)

Lucas Group Financial Planners, Inc

2011 - 2014 (3 years)

Nfp Securities Inc

2004 - 2010 (6 years)

Financial Telesis

Disclosures

Matthew Page has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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