RIA Intel›Advisers›Delaware›LOKKEN INVESTMENT GROUP, LLC

LOKKEN INVESTMENT GROUP, LLC

Advisory

N·LEWES, DE

Data as of Nov 20, 2024 · Source: SEC Form ADV

Total AUM
$367M
1-Year AUM Growth
0.0%
3-Year CAGR
+8.4%
Employees
3
Assets Under Management
Total AUM$367M
Discretionary AUM$367M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients532
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record17
First FilingApr 20, 2016
Latest FilingNov 20, 2024
🔒 Full AUM trend chart and 17 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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