JOSEPH P. LUCIA & ASSOCIATES, LLC

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Joseph P. Lucia & Associates is based out of Yorktown Heights. Joseph P. Lucia & Associates is a large advisory firm with 705 clients and discretionary assets under management (AUM) of $100,290,782 (Form ADV from 2019-03-14). Their last reported 13F filing for Q1 2019 included $1,344,271,000 in managed 13F securities and a top 10 holdings concentration of 41.1%. Joseph P. Lucia & Associates's largest holding is Credit Suisse High Yield Bond Fund SBI with shares held of 271,796. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 5.79%
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JOSEPH P. LUCIA & ASSOCIATES, LLC
3505 HILL BLVD. SUITE J
YORKTOWN HEIGHTS NY    10598
Country: United States

Business Phone: 914-352-6600
Fax: 914-352-6601
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 91,071,000
Total Number of Clients: 705
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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