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Building 2LOKKEN INVESTMENT GROUP, LLC

Map pinLEWES, DE
Phone302-645-6650
NotebookSEC #801-114384
Total AUM
$366.5M
Employees
4
Clients
532

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1413 SAVANNAH ROAD,
SUITE 4
LEWES
DE 19958
United States
Operating Hours
9:00 AM -4:30 PM
Monday - Friday
Phone
302-645-6650
Other Offices
1

ReceiptFinancials

Total AUM
$366.5M
Accounts
1,345
Discretionary
$366.5M
Accounts
1,345
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
429
AUM
$145.7M
HNW Individual Clients
98
AUM
$211.6M
Pooled Vehicle Clients
1
AUM
$6M
Charitable Organization Clients
4
AUM
$3.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLLAMAMDNCNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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