LOKKEN INVESTMENT GROUP, LLC

1413 Savannah Road,
Suite 4
Lewes, Delaware 19958
Tel: 302-645-6650

About LOKKEN INVESTMENT GROUP, LLC

LOKKEN INVESTMENT GROUP, LLC, formally registered with the SEC as LOKKEN INVESTMENT GROUP, LLC. The firm was established in 12/07/2018. They have over 2 offices throughout the country.

LOKKEN INVESTMENT GROUP, LLC is a Lewes, Delaware based Financial Planning firm with nearly $301,878,367 assets under management, offering retirement planning & investment advisory services to 1231 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283696
SEC#	801-114384
Assets Managed by Firm	$301,878,367
No. of Clients	1231
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1231	$301,878,367
Individuals (other than high net worth individuals)	406	$118,234,730
High net worth individuals	85	$174,142,665
Charitable organizations	1	$3,450,720

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BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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