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
www.luciasecurities.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
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 |
---|
Lucia Securities Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Provider of investment advisory services based in San Diego, California. The company specializes in mutual funds, altern
Brokerage
San Diego, CA
20
As of 2020
000000&0
Lucia Securities Competitors (5)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Bowling Portfolio Management | Corporate Backed or Acquired | Cincinnati, OH | 0 | 000000&0 | ||
0000000 000000000 | Corporate Backed or Acquired | Greensboro, NC | 00 | 000000&0 | ||
00000 00000000 | Private Equity-Backed | Baltimore, MD | 000 | 000.00 | 000000000 00 | 000.00 |
0000000 000000000 | Corporate Backed or Acquired | New York, NY | 000 | 000000000000 | ||
000000 000000 & 00 | Formerly PE-Backed | Chicago, IL | 000 | 000000&0 |
Lucia Securities Signals
Lucia Securities Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|