$1.1B Total AUM
$52.7M Disc. AUM
20.9% 3Y CAGR
2 Employees
51 ADV. Clients
24 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2002
- Office Locations
- 1
Office Locations
2101 4TH Avenue Suite 2130 Seattle WA
About Lucid Advisors, Inc.
Lucid Advisors, Inc. is a Seattle-based RIA. The firm has been operating for 24 years. Managing $1.1B in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and US Bank.
Team overview
51 AVG AGE
$573.7M AVG AUM / ADVISOR
$22.5M AVG AUM / CLIENT
15.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
Available
Services
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Technology
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Owner & Executives
GREG RIKIO ASHIHARA
Chief Compliance Officer, Managing Principal
- CRD
- #2310266
- Ownership
- 75% or more
Available
Available
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R
Ryan Jeffrey Bilco
--
- CRD
- #7170679
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,659,683 | $526,597 |
| Non-Discretionary | $1,094,695,505 | $11,898,864 |
| Total | $1,147,355,188 | $5,975,808 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Private Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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