LUCI HARTY ADVISORY LLCSAN ANTONIO, TEXAS

LUCI HARTY ADVISORY LLC

210-819-5805, Fax:210-569-6442

3479 Wellsprings Dr San Antonio, TX 78230-2511

Map & Directions

Company Information

Legal Structure:

LLC

Contact Person:

LUCI HARTY

Year Established:

2010

Business Type:
  • Service (100 %)
Ownership:
  • Self-Certified Small Disadvantaged Business
  • Economically Disadvantaged Women-Owned Small Business
  • Women-Owned Small Business
  • Woman Owned

Products & Services

Luci Harty Advisory LLC is a woman owned financial advisor offering institutional cash management and fiduciary retirement plans.

Keywords

  • Advisor
  • Retirement
  • Cash Management
  • Fiduciary
  • Fdic
  • Portfolio
  • Management
  • Investment
  • Advice
  • Insurance
  • Consulting
  • Pension
  • Pension Funds
  • Welfare Funds
  • Securities
  • Brokerage
  • Trust
  • Financial
  • Philanthropy
  • Alternatives
  • Oil And Gas
  • Royalties

NAICS Code(s)

523110
Investment Banking and Securities Dealing
523120
Securities Brokerage
523920
Portfolio Management
523930
Investment Advice
523991
Trust, Fiduciary, and Custody Activities
523999
Miscellaneous Financial Investment Activities
524210
Insurance Agencies and Brokerages
525110
Pension Funds
525120
Health and Welfare Funds
541611
Administrative Management and General Management Consulting Services
541618
Other Management Consulting Services

Contracts

Name:Carol Bertsch Attorney at Law
Contract:ongoing
Start:01/01/2009
End:12/31/2014
Value:$100,000
Contact:Carol Bertsch
Phone:210-735-1362
Name:Shirley Martin
Contract:ongoing
Start:01/01/2006
End:12/31/2014
Value:$1,000,000
Contact:Shirley Martin
Phone:512-899-4931
Name:Carpenter Union Local 14
Contract:ongoing
Start:01/01/2006
End:12/31/2014
Value:$250,00
Contact:Lonny Voigt
Phone:210-435-6596
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