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

Ownership Status
Acquired/Merged
(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
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Lucia Securities Valuation & Funding

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

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Lucia Securities Executive Team (2)

Name Title Board Seat Contact Info
Tiy O'Neal President
Ray Lucia Jr. Chief Executive Officer
To view Lucia Securities’s complete executive team members history, request access »

Lucia Securities Signals

Growth Rate

0.80% Weekly
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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Lucia Securities Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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