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Mclucas Charles Joseph Jr (Redding)


Mclucas Charles Joseph Jr is a large advisory firm based in Redding. It manages $40.25 million of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Mclucas Charles Joseph Jr provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mclucas Charles Joseph Jr: assets under management

The assets under management (AUM) of Mclucas Charles Joseph Jr is $40.25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $40.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mclucas Charles Joseph Jr for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Redding

The principal office where Mclucas Charles Joseph Jr performs its advisory services is located at 1452 Oregon St, Redding, CA 96001 The mailing address of the firm is Po Box 990088, Redding, CA 96099. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530-244-0300 or by fax 530-244-0303. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at n/a.


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