444 W 47th Street
Suite 900
Kansas City, Missouri 64112
Tel: 816-960-9000
LOCKTON INVESTMENT ADVISORS, LLC, formally registered with the SEC as LOCKTON INVESTMENT ADVISORS, LLC. The firm was established in 06/18/2007. They have over 1 offices throughout the country.
LOCKTON INVESTMENT ADVISORS, LLC is a Kansas City, Missouri based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 27 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144133 |
| SEC# | 801-68005 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 27 |
| No. of Clients | AUM |
|---|
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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