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Building 2LOCKWOOD CAPITAL MANAGEMENT, INC

Map pinMALVERN, PA
Phone610-695-9150
NotebookSEC #801-51863
Total AUM
$1.3B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 VALLEY STREAM PARKWAY
MALVERN
PA 19355
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
610-695-9150

ReceiptFinancials

Total AUM
$1.3B
Accounts
7,034
Discretionary
$1.3B
Accounts
7,034
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 52 business affiliates.
Claimed Affiliates
Reported as an affiliate by 18 other businesses.

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