JOSEPH P. LUCIA & ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$388,002,041
Discretionary
$388,002,041
Non-discretionary
$0
Firm details
- CRD number
- 147625
- SEC file number
- 801-76540
- Main office
- YORKTOWN HEIGHTS, NY, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.