LOKKEN INVESTMENT GROUP, LLC - Financial Advisor in Delaware, Lewes

Tel: 302-645-6650 1413 Savannah Road, Suite 4 Lewes, Delaware 19958

About 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

Firm CRD#:

283696

Firm SEC#:

801-114384

Assets Under Management:

$301,878,367

No. of Clients:

1231

No. of Advisors:

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

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Top Financial Advisory Firms in Delaware, Lewes

FirmCRD#:326985

SEC#:801-128322

No. of Advisors:1

No. of Clients:4

AUM:$400

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SOCIALTRADER

326985

801-128322

$400

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