LOCKER FINANCIAL SERVICES, LLC

3 Claridge Drive
Suite 2
Verona, New Jersey 07044
Tel: 973-256-2555

About LOCKER FINANCIAL SERVICES, LLC

LOCKER FINANCIAL SERVICES, LLC, formally registered with the SEC as LOCKER FINANCIAL SERVICES, LLC. The firm was established in 03/23/2020. They have over 2 offices throughout the country.

LOCKER FINANCIAL SERVICES, LLC is a Verona, New Jersey based Financial Planning firm with nearly $181,742,277 assets under management, offering retirement planning & investment advisory services to 364 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120900
SEC#	801-118288
Assets Managed by Firm	$181,742,277
No. of Clients	364
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	364	$181,742,277
Individuals (other than high net worth individuals)	80	$41,783,571
High net worth individuals	54	$139,958,706

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