Lucia Securities Overview

  • Year Founded
  • 2011

Year 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
Formerly Known As
Helix Trading Llc, Lucia Financial Llc
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 13520 Evening Creek Drive
  • Suite 300
  • San Diego, CA 92128
  • United States
Primary Industry
Brokerage
Other Industries
Other Financial Services
Acquirer
LPL Financial Holdings
Corporate 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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00000 0000000000
Foster City, CA
00 As of 0000

000000

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00000 0000000 000000
Los Angeles, CA
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Lucia Securities Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Bailard Corporation Foster City, CA 00
HEYMAN WEALTH MANAGEMENT Corporation Los Angeles, CA
Tigress Financial Partners Corporate Backed or Acquired New York, NY 000 000000000000
Creative Planning Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00 00.000
Bel Air Investment Advisors Corporate Backed or Acquired Los Angeles, CA 00 000000&0
You’re viewing 5 of 8 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

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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Lucia Securities FAQs

  • When was Lucia Securities founded?

    Lucia Securities was founded in 2011.

  • Where is Lucia Securities headquartered?

    Lucia Securities is headquartered in San Diego, CA.

  • What is the size of Lucia Securities?

    Lucia Securities has 20 total employees.

  • What industry is Lucia Securities in?

    Lucia Securities’s primary industry is Brokerage.

  • Is Lucia Securities a private or public company?

    Lucia Securities is a Private company.

  • What is Lucia Securities’s current revenue?

    The current revenue for Lucia Securities is 000000.

  • Who are Lucia Securities’s investors?

    Lucia Capital Group has invested in Lucia Securities.

  • Who are Lucia Securities’s competitors?

    Bailard, HEYMAN WEALTH MANAGEMENT, Tigress Financial Partners, Creative Planning, and Bel Air Investment Advisors are some of the 8 competitors of Lucia Securities.

  • When was Lucia Securities acquired?

    Lucia Securities was acquired on 18-Aug-2020.

  • Who acquired Lucia Securities?

    Lucia Securities was acquired by LPL Financial Holdings.

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