Updated:Jun 3, 2026

JOSEPH P. LUCIA & ASSOCIATES, LLC

JOSEPH P. LUCIA & ASSOCIATES, LLC is an SEC-registered investment adviser in YORKTOWN HEIGHTS, NY, registered since 2012. The firm manages approximately $388...

JOSEPH P. LUCIA & ASSOCIATES, LLC

JOSEPH P. LUCIA & ASSOCIATES, LLC is an SEC-registered investment adviser in YORKTOWN HEIGHTS, NY, registered since 2012. The firm manages approximately $388 million in regulatory assets. It has 5 employees and 3 investment advisers.

General information

Firm type

other

Principals

Joseph P. Lucia

Founder and Principal

Who operates Joseph P. Lucia & Associates?

The firm was founded by Joseph P. Lucia, who appears as the principal in public records. No other professionals are named in available sources.

Is this firm a single family office or a broader advisory firm?

Public records do not clarify the firm type. The name suggests a personal advisory structure, possibly a single-family office or boutique RIA, but no confirmation exists.

What investment services does Joseph P. Lucia & Associates offer?

No specific services are publicly documented. The firm is registered as an investment advisor in some states, but its client base, asset allocation, and portfolio strategies are not disclosed.

Does Joseph P. Lucia & Associates manage a public investment portfolio?

No public portfolio filings or investment disclosures have been identified. The firm does not appear to manage institutional assets that require SEC Form ADV or 13F filings.

How can allocators or GPs contact Joseph P. Lucia & Associates?

No public contact information beyond state business registrations has been located. The firm has no known website, phone number, or email address in public databases.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.