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Lockerman Financial Group
LOCKERMAN FINANCIAL GROUP, INC is an SEC-registered investment adviser in NEWPORT BEACH, CA, registered since 2021. The firm manages approximately $110...
Overview
LOCKERMAN FINANCIAL GROUP, INC is an SEC-registered investment adviser in NEWPORT BEACH, CA, registered since 2021. The firm manages approximately $110 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Lockerman Financial Group provide?
Lockerman Financial Group, Inc. is a registered investment advisor (RIA). Typical RIA services include discretionary portfolio management, financial planning, retirement strategy, estate coordination, and tax advisory. The firm operates under a fiduciary standard, meaning it is legally bound to act in clients' best interests.
Does Lockerman Financial Group have public disclosure of assets under management?
No. The firm does not publicly disclose AUM, number of accounts, or client composition. RIAs under $100M in AUM report privately to regulators, but that data is not made public. Without the firm's own disclosure or credible third-party sourcing, AUM remains undisclosed.
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