Rhoads Grunden Lucca Inc (Dallas)

Name: Rhoads Grunden Lucca Inc
Address: 14911 Quorum, Dallas, TX, 75240
Telephone: 214-373-9771

Rhoads Grunden Lucca Inc is a large advisory firm based in Dallas. It manages $112.14 million of regulatory assets for 244 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Pennsylvania, and Texas.

Rhoads Grunden Lucca provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rhoads Grunden Lucca: assets under management

The assets under management (AUM) of Rhoads Grunden Lucca Inc is $112.14 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $112.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $459.61 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rhoads Grunden Lucca Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rhoads Grunden Lucca Inc

John David Rhoads has been acting as President since 1 Nov 1980. David Alan Lucca joined the executive team most recently as the Vp, Secretary & Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John David Rhoads	President	1 Nov 1980	50% - 75%	374917
David Alan Lucca	Vp, secretary & treasurer	1 Dec 1988	50% - 75%	2178358

Based in Dallas

The principal office where Rhoads Grunden Lucca Inc performs its advisory services is located at 14911 Quorum, Dallas, TX 75240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-373-9771 or by fax 214-373-9775. The normal business hours are 7:30-4:30 on Monday - Friday. You can find more information about the New York firm at www.rhoadslucca.com.