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Building 2LOCKERMAN FINANCIAL GROUP, INC

Map pinNEWPORT BEACH, CA
Phone949-544-3500
NotebookSEC #801-122651
Total AUM
$110.1M
Employees
1
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4695 MACARTHUR COURT
SUITE 490
NEWPORT BEACH
CA 92660
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
949-544-3500

ReceiptFinancials

Total AUM
$110.1M
Accounts
271
Discretionary
$110.1M
Accounts
271
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$14.7M
HNW Individual Clients
35
AUM
$95.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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