Joseph P. Lucia & Associates
Financial Services • 
Mahopac, New York, United States • 1-10 Employees
Company overview
| Headquarters | 888 Route Six Plaza, Mahopac, New York 10541, US |
| Phone number | +19143526601 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Joseph P. Lucia & Associates
Joseph P. Lucia
President
Joseph P. Lucia & Associates Email Formats
Joseph P. Lucia & Associates uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@luciaandassociates.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@luciaandassociates.net | 100% |
About Joseph P. Lucia & Associates
As an independent financial advisory firm, Joseph P. Lucia & Associates, LLC is not tied to any one provider – which means we answer to no one but you and always strive to put your best interests first. We start from the premise that no two clients are alike and that every situation deserves a fresh perspective. That’s why we begin each client relationship by listening closely to what you want, what you need and what you hope for. Based on what we learn, we will create a portfolio that meets your unique needs and personal investment goals while holding your accounts with the stability and service of the largest custodian for registered investment advisory firms, Charles Schwab Institutional.
Joseph P. Lucia & Associates revenue & valuation
| Annual revenue | $26,700,000 |
| Revenue per employee | $5,326,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $85,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Joseph P. Lucia & Associates has never raised funding before.
Joseph P. Lucia & Associates Tech Stack
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