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Building 2LOCKE FINANCIAL SERVICES, INC.

Map pinPALATINE, IL
Phone847-991-2705
NotebookSEC #801-67590
Total AUM
$44.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
662 N. FIRST BANK DRIVE
PALATINE
IL 60067
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
847-991-2705

ReceiptFinancials

Total AUM
$44.5M
Accounts
175
Discretionary
$44.5M
Accounts
175
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAIA

HandshakeAffiliates

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

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