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Home > Retirement Planners > delaware > lewes > LOKKEN INVESTMENT GROUP, LLC
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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