LOCKER FINANCIAL SERVICES, LLC
CRD #120900 SEC #801-118288 VERONA, NJ 973-256-2555
SEC Registered
Total AUM
$181.7M
Discretionary
$181.7M
Employees
3
Clients
101
Accounts
364
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $181.7M | $181.7M | $0 | 3 | 15 |
| Jan 2024 | $157M | $157M | $0 | 3 | 21 |
| Sep 2023 | $127.6M | $127.6M | $0 | 2 | 18 |
| Feb 2023 | $127.6M | $127.6M | $0 | 2 | 18 |
| Feb 2022 | $147.3M | $147.3M | $56.7K | 2 | 24 |
| Nov 2021 | $128.1M | $128M | $52.5K | 2 | 15 |
| Apr 2021 | $128.1M | $128M | $52.5K | 2 | 15 |
| Jan 2021 | $128.1M | $128M | $52.5K | 2 | 15 |
| Jun 2020 | $111.1M | $111M | $72.1K | 4 | 22 |
| Feb 2020 | $111.1M | $111M | $72.1K | 4 | 22 |
DateJan 2025
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees3
Clients15
DateJan 2024
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees3
Clients21
DateSep 2023
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees2
Clients18
DateFeb 2023
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees2
Clients18
DateFeb 2022
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$56.7K
Employees2
Clients24
DateNov 2021
Total AUM$128.1M
Discretionary$128M
Non-Disc.$52.5K
Employees2
Clients15
DateApr 2021
Total AUM$128.1M
Discretionary$128M
Non-Disc.$52.5K
Employees2
Clients15
DateJan 2021
Total AUM$128.1M
Discretionary$128M
Non-Disc.$52.5K
Employees2
Clients15
DateJun 2020
Total AUM$111.1M
Discretionary$111M
Non-Disc.$72.1K
Employees4
Clients22
DateFeb 2020
Total AUM$111.1M
Discretionary$111M
Non-Disc.$72.1K
Employees4
Clients22