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
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Brokerage
Other Industries
Consulting Services (B2B)
Other Financial Services
Parent Company
Primary Office
- 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
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %ile
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
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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