DIRECTORY OF REGISTERED ADVISORS
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LOKKEN INVESTMENT GROUP, LLC
Tel: 302-645-6650
1413 Savannah Road, Suite 4
Lewes, Delaware 19958
LOKKEN INVESTMENT GROUP, LLC
LOKKEN INVESTMENT GROUP, LLC is a Lewes, Delaware based financial advisory firm with nearly $301,878,367 in assets under management and provides investment advisory services for 1231 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
283696
SEC#:
801-114384
No. of Clients:
1231
Assets under Management
$301,878,367
No. of Advisors:
5
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