Greg
Ashihara

Lucid Advisors, Inc

CRD#2310266
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Greg Ashihara is a financial advisor working in Seattle, Washington who has 21 years of industry experience. Ashihara is an employee of Lucid Advisors, Inc. They have spent their entire career at Lucid Advisors, Inc. Ashihara maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Lucid Advisors, Inc is a financial advisory business operating out of Seattle, WA. It manages $660 million in total assets between its 174 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 174 accounts, 29% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically are based on which services the firm provides the client. However, fees charged by Lucid Advisors, Inc most likely are comprised of some combination of hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees

Office Location

2101 4Th Avenue Suite 2130
Seattle, WA 98121

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lucid Advisors, Inc Brokerage Details

Total Assets Under Management

$659,466,536

WA Average: $3,566,627,242
Total Number of Employees

3

WA Average: 46
Total Number of Accounts

174

WA Average: 1,499
Average Account Size

$3,790,038

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Greg Ashihara Work History

Greg has been registered as a financial advisor for 21 years.*

2001 - Present (23 years)

Lucid Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Greg Ashihara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lucid Advisors, Inc

Ryan Bilco
Seattle, WA
Greg Ashihara
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started