Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
558 clients
Average Client Portfolio
$165K average
Assets Under Management
$92.1M
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Location

2 North Nevada Ave., Suite 1100, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lucas is a director of operations at REACOS, Inc., a public accounting firm.

Employment History
Current Registrations
Advisers Investment Management, INC.
February 2023 - Present · 3 yrs
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
November 2016 - October 2018 · 1 yr 11 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.