LOCKWELL INVESTMENTS, LLC
CRD #150393 SEC #801-72174 NEW YORK, NY 646-380-8206
SEC Registered
Total AUM
$15M
Discretionary
$15M
Employees
5
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $15M | $15M | $0 | 5 | 1 |
| Jan 2012 | $13.8M | $13.8M | $0 | 6 | 1 |
| Apr 2011 | $14.7M | $14.7M | $0 | 10 | -- |
| Mar 2011 | $1.2M | $1.2M | $0 | 10 | -- |
| Feb 2011 | $1.2M | $1.2M | $0 | 10 | -- |
| Jan 2011 | $1.2M | $1.2M | $0 | 10 | -- |
| Dec 2010 | $1.2M | $1.2M | $0 | 10 | -- |
| Nov 2010 | $2.6M | $2.6M | $0 | 10 | -- |
| Nov 2010 | $2.6M | $2.6M | $0 | 10 | -- |
| Aug 2010 | $2.6M | $2.6M | $0 | 10 | -- |
| Jun 2010 | $1.6M | $1.6M | $0 | 5 | -- |
| May 2010 | $1.6M | $1.6M | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2013
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients1
DateJan 2012
Total AUM$13.8M
Discretionary$13.8M
Non-Disc.$0
Employees6
Clients1
DateApr 2011
Total AUM$14.7M
Discretionary$14.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--