Lucent Financial LLC

EST. AUM
$82,041,004

CONTACTS

CLIENT ACCOUNTS
167

Firm Details

Metro area Bozeman
CRD Number 342137
Website lucent-financial.com
Client types

Overview

Lucent Financial LLC is an independent Registered Investment Advisory (RIA) firm operating under a strict fiduciary mandate. The firm’s investment strategy primarily utilizes low-cost exchange-traded funds (ETFs) and diversified asset allocation structures designed to achieve long-term capital preservation and steady appreciation. Rather than attempting to time the market or chase speculative single-equity performance, Lucent implements a process-driven approach tailored closely to the specific risk tolerance of individual retail investors. As an RIA, the firm does not sell financial products or accept third-party commissions, assuring objective, conflict-free portfolio management structured purely on a fee-only basis.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lucent Financial LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company