$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2006
- Office Locations
- 1
Office Locations
8201 Greensboro Drive Suite 613 Mclean VA
About Vincent C. Lucas, C.p.a., P.c.
Tysons Corner, VA-based CPA-led firm serving small businesses and successful individuals with accounting/bookkeeping, proactive tax planning and preparation, and retirement/financial planning guidance. Delivers one-on-one advice and uses a secure ClientAxcess portal for document exchange. Public profile data indicates the advisory business is custodied at Charles Schwab.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$118.1K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
VINCENT CHARLES LUCAS
Insurance Agent, President
- CRD
- #2260006
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,126,251 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,126,251 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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