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LOCKERMAN FINANCIAL GROUP, INC

Tel: 949-544-3500
4695 Macarthur Court
Suite 490
Newport Beach, California  92660

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LOCKERMAN FINANCIAL GROUP, INC

LOCKERMAN FINANCIAL GROUP, INC is a Newport Beach, California based financial advisory firm with nearly $134,775,165 in assets under management and provides investment advisory services for 252 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

316860

SEC#:

801-122651

No. of Clients:

252

Assets under Management

$134,775,165

No. of Advisors:

1

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