Luu Mathias is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Folsom, CA, with 8 years of industry experience. Luu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1900 Prairie City Rd, Folsom, CA, 95630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Luu assists with RLM Properties LLC, a short-term rental property managed by her husband, spending minimal time on it. Luu also owns Northwest Sales Solution, LLC, a construction and heavy equipment sales and service business, dedicating about 10-20% of her time to administrative tasks.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Country Capital Management CompanyBroker
Capital One Investing, LLCBroker
State Registrations1 state
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