Overview
Assets Under Management: $135 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 32
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.43
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 252
Discretionary Accounts: 252
Regulatory Filings
CRD Number: 316860
Last Filing Date: 2025-01-14 00:00:00
Website: https://lockermanfinancial.com