Joseph P. Lucia & Associates is an investment advisor in Yorktown Heights with $221.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262909413
SEC advisor number
801-76540
FINRA CRD number
147625
AUM ?
$310.34 mm
(as of 29 Feb 24)
Accounts
1,518
(as of 29 Feb 24)
Employees
5
(3 investment advisory or research)
Address
Joseph P. Lucia & Associates
3505 HILL BLVD.
SUITE J
YORKTOWN HEIGHTS
NY 10598
3505 HILL BLVD.
SUITE J
YORKTOWN HEIGHTS
NY 10598
Phone
9143526600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21