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Lucid Advisors, Inc.

EST. AUM
$958,130,514

CONTACTS
1

CLIENT ACCOUNTS
185

Firm Details

Metro area Seattle
CRD Number 116639
Website lucidadvisors.com
Client types

Overview

Lucid Advisors, Inc., established in 2001, specializes in comprehensive plan management with a focus on evaluating fiduciary risk beyond just investment concerns. Their services are designed to help clients make informed decisions that enhance their fiduciary positions. The firm's principals have a history of collaboration, having worked together for eight years at a major financial services firm before founding Lucid Advisors. Since its inception, the company has been dedicated to providing independent, expert advice on managing retirement plans and fiduciary investment assets.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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