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Home > Retirement Planners > california > newport beach > LOCKERMAN FINANCIAL GROUP, INC
LOCKERMAN FINANCIAL GROUP, INC
4695 Macarthur Court
Suite 490
Newport Beach, California 92660
Tel: 949-544-3500
About LOCKERMAN FINANCIAL GROUP, INC
LOCKERMAN FINANCIAL GROUP, INC, formally registered with the SEC as LOCKERMAN FINANCIAL GROUP, INC. The firm was established in 11/08/2021. They have over 1 offices throughout the country.
LOCKERMAN FINANCIAL GROUP, INC is a Newport Beach, California based Financial Planning firm with nearly $134,775,165 assets under management, offering retirement planning & investment advisory services to 252 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316860 |
| SEC# | 801-122651 |
| Assets Managed by Firm | $134,775,165 |
| No. of Clients | 252 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 252 | $134,775,165 |
| Individuals (other than high net worth individuals) | 39 | $15,592,468 |
| High net worth individuals | 32 | $119,182,697 |
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