Joseph P. Lucia & Associates, LLC
Joseph P. Lucia & Associates, LLC is an SEC-registered mass-market adviser in Yorktown Heights, NY with $388.0M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Joseph P. Lucia & Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147625, SEC 801-76540, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $388.0M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Yorktown Heights, NY
- Employees
- 5
- Clients
- 662
- CRD
- 147625
- Ownership
- LUCIA, JOSEPH, PAUL
How much AUM does Joseph P. Lucia & Associates, LLC have?
Joseph P. Lucia & Associates, LLC reported $388.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Joseph P. Lucia & Associates, LLC?
Disclosed owners and executives of Joseph P. Lucia & Associates, LLC include LUCIA, JOSEPH, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.