$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Prudential · Truist Bank
- Clients
- Retail
- Platforms
- Vital fusionPathway
- Established Date
- 01-30-2023
- Office Locations
- 1
Office Locations
311a E. Pleasant Valley Blvd. Altoona PA
About Luchini Financial LLC
Luchini Financial LLC is a retail RIA based in Altoona, PA providing transparent, goals-based financial planning and investment planning that looks beyond investments to clients’ current finances and long-term goals. The firm commonly serves business owners, entrepreneurs, and retirees, with portfolios implemented primarily via ETFs. Custody includes Altruist.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$606.1K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Momentum
Client Personas
Ember radial Quantum Prime foundation
Custodian
Matrix atlas Pathway
Investment Themes
Unison
Investment Vehicles
Ridge signal
Services
Crest north Crest beacon Vertex Glacier Atlas Prime horizon
Technology
Delta Foundation
Owner & Executives
RICHARD R. LUCHINI
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5345350
- Ownership
- 75% or more
(861) 854-2586
prime.summit@zenithcapital.com
in linkedin.com/in/harbor-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
Equity - Exchange:
27.6% Cash:
72.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $799,553,364 | 27.6% |
| Cash | $2,097,379,116 | 72.4% |
| Total | $2,896,932,480 | 100.0% |