Overview
Assets Under Management: $246 million
Headquarters: GLASGOW, KY
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Frequently Asked Questions
LOCKSHIELD PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175433), LOCKSHIELD PARTNERS, INC. is subject to fiduciary duty under federal law.
LOCKSHIELD PARTNERS, INC. is headquartered in GLASGOW, KY.
LOCKSHIELD PARTNERS, INC. serves 46 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, LOCKSHIELD PARTNERS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LOCKSHIELD PARTNERS, INC. manages $246 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, LOCKSHIELD PARTNERS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,567
Non-Discretionary Accounts: 1,567
Regulatory Filings
CRD Number: 175433
Filing ID: 1953093
Last Filing Date: 2025-03-21 14:36:00
Website: https://lockshieldpartners.com