Lucia Securities Overview

  • Founded

  • 2011

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 20

Employees
  • 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 Industry
Brokerage
Other Industries
Other Financial Services
Acquirer
LPL Financial
Primary Office
  • 13520 Evening Creek Drive
  • Suite 300
  • San Diego, CA 92128
  • United States

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Lucia Securities Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Lucia Securities Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
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
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Cincinnati, OH
0 As of 0000
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Greensboro, NC
00 As of 0000
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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
You’re viewing 5 of 5 competitors. Get the full list »

Lucia Securities Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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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Lucia Securities Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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