LUCAS GROUP FINANCIAL PLANNERS, INC.
CRD #130163 SEC #801-112737 SACRAMENTO, CA 916-921-9220
SEC Registered
Total AUM
$374.7M
Discretionary
$344.4M
Employees
5
Clients
0
Accounts
1,110
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| LUCAS, GREGORY, ALAN | I | PRESIDENT & CEO | E | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | E | Control |
| PAGE, MATTHEW, MAGUIRE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CCO | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | SHAREHOLDER | B | Control |
| PAGE, MATTHEW, MAGUIRE | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
1545 RIVER PARK DRIVE,SUITE 401
SACRAMENTO, CA 95815
United States
Phone: 916-921-9220