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LOCKERMAN FINANCIAL GROUP, INC

CRD 316860 · SEC 801-122651

Visit website

4695 MACARTHUR COURT, SUITE 490, NEWPORT BEACH, CA, 92660, United States

Phone

949-544-3500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$110.1M

Discretionary AUM

$110.1M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-01-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals34$14.7M
High net worth individuals35$95.4M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD