Frequently Asked Questions (FAQ) About
Lucia Wealth Services LLC
- Where is Lucia Wealth Services LLC Located
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13520 EVENING CREEK DRIVE, N., SUITE 300, SAN DIEGO, CA
- Lucia Wealth Services LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Lucia Wealth Services LLC, while the legal name is: LUCIA WEALTH SERVICES, LLC
- Lucia Wealth Services LLC: How many employees does the firm employ?
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Lucia Wealth Services LLC has 75 employees, of which 26 are employees in advisory roles
- Lucia Wealth Services LLC: How many clients does the firm serve?
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It serves 88 clients.
- Lucia Wealth Services LLC: What are the top holdings of this firm?
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JOHNSON & JOHNSON MICROSOFT CORP THE HERSHEY COMPANY BROADRIDGE FINL SOLN KIMBERLY CLARK CORP ADP ISHARES TR FIRST TR EXCH TRADED FD III HORIZON DMST ISHARES TR Alphabet Inc
- Lucia Wealth Services LLC: What other investment firms are located in the vicinity?
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Reality Shares Advisors LLC Reason Financial Clarivest Asset Management LLC Southwest Value Partners Enterprise LLC DEAN Roland Russell LLC Wealth Analytics Partners LLC Entrust Wealth Advisors LLC Measured RISK Portfolios Inc Delphi Private Advisors LLC Stolper & Company