Lucia Securities Overview
- Founded
- 2011

- Status
- Acquired/Merged
- Employees
- 20

- Latest Deal Type
- M&A
- Financing Rounds
- 1
Lucia Securities General Information
Description
Provider of investment advisory services based in San Diego, California. The company specializes in mutual funds, alternative investments, capital markets, and custody services, thereby assisting individuals, affluent families, and business owners with financial advice.
Contact Information
(Operating Subsidiary)
- 13520 Evening Creek Drive
- Suite 300
- San Diego, CA 92128
- United States
Lucia Securities Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialLucia Securities Executive Team (2)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Tiy O'Neal | President | ||
Ray Lucia Jr. | Chief Executive Officer |
Lucia Securities Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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Request a free trialLucia Securities Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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