LOCKTON INVESTMENT ADVISORS, LLC
CRD #144133 SEC #801-68005 KANSAS CITY, MO 816-960-9000
SEC Registered
Total AUM
--
Discretionary
--
Employees
24
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $21.6B | $1B | $20.5B | 128 | 762 |
| Apr 2022 | $21.6B | $1B | $20.5B | 128 | 762 |
| Feb 2022 | $21.6B | $1B | $20.5B | 128 | 762 |
| Jul 2021 | $21.6B | $1B | $20.5B | 128 | 762 |
| Mar 2021 | $7.6B | $589.1M | $7B | 133 | 781 |
| Aug 2020 | $7.6B | $589.1M | $7B | 133 | 781 |
| Jul 2020 | $5.1B | $478.7M | $4.7B | 123 | 722 |
| Jul 2019 | $5.1B | $478.7M | $4.7B | 123 | 722 |
| Dec 2018 | $4.2B | $395.6M | $3.8B | 104 | 616 |
| Jul 2018 | $4.2B | $395.6M | $3.8B | 104 | 616 |
| Mar 2018 | $3.6B | $327.5M | $3.3B | 102 | 615 |
DateApr 2022
Total AUM$21.6B
Discretionary$1B
Non-Disc.$20.5B
Employees128
Clients762
DateApr 2022
Total AUM$21.6B
Discretionary$1B
Non-Disc.$20.5B
Employees128
Clients762
DateFeb 2022
Total AUM$21.6B
Discretionary$1B
Non-Disc.$20.5B
Employees128
Clients762
DateJul 2021
Total AUM$21.6B
Discretionary$1B
Non-Disc.$20.5B
Employees128
Clients762
DateMar 2021
Total AUM$7.6B
Discretionary$589.1M
Non-Disc.$7B
Employees133
Clients781
DateAug 2020
Total AUM$7.6B
Discretionary$589.1M
Non-Disc.$7B
Employees133
Clients781
DateJul 2020
Total AUM$5.1B
Discretionary$478.7M
Non-Disc.$4.7B
Employees123
Clients722
DateJul 2019
Total AUM$5.1B
Discretionary$478.7M
Non-Disc.$4.7B
Employees123
Clients722
DateDec 2018
Total AUM$4.2B
Discretionary$395.6M
Non-Disc.$3.8B
Employees104
Clients616
DateJul 2018
Total AUM$4.2B
Discretionary$395.6M
Non-Disc.$3.8B
Employees104
Clients616
DateMar 2018
Total AUM$3.6B
Discretionary$327.5M
Non-Disc.$3.3B
Employees102
Clients615