$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
17 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Principal
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 07-21-2008
- Office Locations
- 1
Office Locations
6860 N Dallas Parkway Suite 200 Plano TX
About Luke Financial Company, LLC
Luke Financial Company, LLC is a Plano, TX boutique RIA led by president Jonathan Mazur. The firm provides financial and retirement planning with portfolio diversification, income and asset-preservation strategies, and legacy/estate and tax planning. Investment work emphasizes research-driven asset allocation using ETFs and mutual funds (and annuity solutions where appropriate), with custody support including Interactive Brokers.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$90.0K AVG AUM / CLIENT
18 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Value
Client Personas
Unison
Investment Themes
Glacier zenith Atlas glacier
Investment Vehicles
Pioneer
Services
Foundation oak Quantum Ember Foundation Wave bridge Insight foundation Oak Legacy optima
Technology
Eagle
Owner & Executives
J
JONATHAN FRANK MAZUR
Chief Compliance Officer, President
- CRD
- #5025791
- Ownership
- 75% or more
(455) 476-9839
horizon.focus@optimacapital.com
in linkedin.com/in/foundation-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Public Funds:
17.1% Equity - Exchange:
33.4% Cash:
49.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,158,987,295 | 17.1% |
| Equity - Exchange | $2,263,752,961 | 33.4% |
| Cash | $3,354,963,221 | 49.5% |
| Total | $6,777,703,477 | 100.0% |