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LUKE FINANCIAL COMPANY, LLC
CRD 147118
6860 N DALLAS PARKWAY, SUITE 200, PLANO, TX, 75024, United States
Phone
214-289-0031
Fax
866-340-5716
Registration
— (—)
Source
State registered
Total AUM
$4.5M
Discretionary AUM
$4.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $4.5M |
All web addresses on file
Official SEC filing: View on IAPD