Lucent Elm Financial Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

100 Wilshire Blvd Ste 700, Santa Monica,...

Phone Number

(310) 775-2529

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1

About Lucent Elm Financial Group

Lucent Elm is a wealth management firm dedicated to helping individuals achieve financial freedom through personalized financial planning and guidance. They focus on creating customized plans that cater to clients' unique needs, with an emphasis on organization, customization, and ongoing maintenance of financial strategies. Their experienced team is committed to empowering clients with the skills and knowledge necessary for informed financial decisions. With a philosophy centered on trust and client satisfaction, Lucent Elm aims to support clients in pursuing their dreams with confidence and peace of mind.Explore more
Lucent Elm Financial Group's Social MediaPopular SearchesLucent Elm Financial GroupLucent ElmLucent Elm Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Lucent Elm Financial Group Org Chart

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Wealth Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lucent Elm Financial Grou...

<$5M
11-50
Private
-
2016
RM
Ryan MarayagWealth Advisor
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
<$5M
1-10
Private
-
1978
MF
Marguerite FennellOffice Manager and Bookkeeper
<$5M
1-10
Private
-
2012
AW
Alex WoodDirector, Operations
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lucent Elm Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lucent Elm Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lucent Elm Financial Group.

Lucent Elm Financial Group Tech Stack

A closer look at the technologies used by Lucent Elm Financial Group

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Frequently Asked Questions Regarding Lucent Elm Financial Group

What is Lucent Elm Financial Group's official website?
Lucent Elm Financial Group's official website is www.lucentelm.com
What is Lucent Elm Financial Group's Revenue?
Lucent Elm Financial Group's revenue is <$5 Million
What is Lucent Elm Financial Group's SIC code?
Lucent Elm Financial Group's SIC: 62,628
What is Lucent Elm Financial Group's NAICS code?
Lucent Elm Financial Group's NAICS: 52,523
How many employees does Lucent Elm Financial Group have?
Lucent Elm Financial Group has 11-50 employees
What industry does Lucent Elm Financial Group belong to?
Lucent Elm Financial Group is in the industry of: Finance, Securities Trading
What is Lucent Elm Financial Group competition?
Lucent Elm Financial Group top competitors include: Turning Point Wealth Partners, Smith Wealth Management Group TX, Argosy Financial, Clements Financial Services
What technology does Lucent Elm Financial Group use?
Some of the popular technologies that Lucent Elm Financial Group uses are: Sentry, Proofpoint, F5 BIG-IP Platform, Sectigo
How do I contact Lucent Elm Financial Group?
Lucent Elm Financial Group contact info: Phone number: (310) 775-2529 Website: www.lucentelm.com
What does Lucent Elm Financial Group do?

Lucent Elm is a wealth management firm dedicated to helping individuals achieve financial freedom through personalized financial planning and guidance. They focus on creating customized plans that cater to clients' unique needs, with an emphasis on organization, customization, and ongoing maintenance of financial strategies. Their experienced team... is committed to empowering clients with the skills and knowledge necessary for informed financial decisions. With a philosophy centered on trust and client satisfaction, Lucent Elm aims to support clients in pursuing their dreams with confidence and peace of mind.Read More

What are Lucent Elm Financial Group social media links?
Lucent Elm Financial Group Linkedin page
Is Lucent Elm Financial Group a public company?
Lucent Elm Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Lucent Elm Financial Group

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