Lucia Capital Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 51-200 Employees
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Overview
Headquarters
13520 Evening Creek Dr N Ste 300, San Di...Phone Number
(800) 644-1150Website
www.luciacap.comRevenue
$14.7 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
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2
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3
About Lucia Capital Group
Lucia Capital Group is a San Diego-based financial and retirement income planning firm that offers a fully integrated wealth platform, providing services from financial planning to asset management and insurance. The company is staffed by a team of credentialed professionals, including CERTIFIED FINANCIAL PLANNER practitioners and Chartered Financial Consultants, dedicated to helping clients achieve their financial goals. With over 15 locations nationwide, Lucia Capital Group serves a diverse clientele, offering personalized strategies for wealth accumulation, retirement planning, and risk management. Their commitment to client education and ongoing support ensures that clients are well-equipped to navigate their financial futures.Explore more
Lucia Capital Group Org Chart
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Number of Employees
Type
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Company Profile Activity
Activity Insights
Lucia Capital Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Lucia Capital Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lucia Capital Group.
Lucia Capital Group financials insights
Gather financial insights about Lucia Capital Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
2021
Debt
$1M
Lucia Capital Group Tech Stack
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Most Recent Scoops
Executive Move
Lucia Capital Group has announced that Margarita Tune has been appointed as Vice President, Finance.
Executive Moves
Funding
Lucia Capital Group has received an SBA PPP loan in the amount of $1,034,947 from MetaBank resulting in the retention of 59 jobs.
Mergers & Acquisitions (M&A)
Lucia Capital Group has been acquired by LPL Financial.
Funding
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Frequently Asked Questions Regarding Lucia Capital Group
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Lucia Capital Group is a San Diego-based financial and retirement income planning firm that offers a fully integrated wealth platform, providing services from financial planning to asset management and insurance. The company is staffed by a team of credentialed professionals, including CERTIFIED FINANCIAL PLANNER practitioners and Chartered Financi... Read More
