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Lucid Advisors, Inc.

Headquartered in SEATTLE, WA

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Firm Information

Lucid Advisors, Inc. is an investment advisor based in Seattle, Washington. The firm provides a variety of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. They also offer educational seminars and selection of other advisors. Lucid Advisors, Inc. manages over $909 million in assets for 172 clients.

Lucid Advisors, Inc.

2101 4TH AVENUE

SEATTLE, WA 98121

$909.10M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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employee education and communication services

Employee education and communication services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

LUCID ADVISORS, INC. has a total of 1 branch locations across the country.
location

SEATTLE, WA

Advisors at Lucid Advisors, Inc.

View All 2 Advisors
Unclaimed
Greg Rikio Ashihara

RA

SEATTLE, WA

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Ryan Jeffrey Bilco

RA

SEATTLE, WA

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Disclosures

There are no public disclosures for Lucid Advisors, Inc..

Frequently Asked Questions (7)

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