Overview
Assets Under Management: $182 million
Headquarters: VERONA, NJ
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 364
Discretionary Accounts: 364
Regulatory Filings
CRD Number: 120900
Last Filing Date: 2025-01-31 00:00:00
Website: https://lockerfinancial.com