LOKKEN INVESTMENT GROUP, LLC
CRD #283696 SEC #801-114384 LEWES, DE 302-645-6650
SEC Registered
Total AUM
$366.5M
Discretionary
$366.5M
Employees
4
Clients
51
Accounts
1,345
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $366.5M | $366.5M | $0 | 4 | 0 |
| Nov 2024 | $301.9M | $301.9M | $0 | 5 | 0 |
| Mar 2024 | $301.9M | $301.9M | $0 | 5 | 0 |
| Feb 2023 | $235.8M | $235.8M | $0 | 5 | 0 |
| Feb 2023 | $235.8M | $235.8M | $0 | 5 | 0 |
| Mar 2022 | $254.3M | $254.3M | $0 | 6 | 0 |
| Feb 2021 | $222.9M | $222.9M | $0 | 5 | 0 |
| Jul 2020 | $195.9M | $195.9M | $0 | 5 | 0 |
| Jul 2020 | $139.3M | $139.3M | $0 | 4 | 0 |
| May 2020 | $139.3M | $139.3M | $0 | 4 | 0 |
| Feb 2020 | $139.3M | $139.3M | $0 | 4 | 0 |
| May 2019 | $125.5M | $125.5M | $0 | 5 | 0 |
| Mar 2019 | $125.5M | $125.5M | $0 | 5 | 0 |
| Dec 2018 | $114.8M | $114.8M | $0 | 3 | 0 |
| Nov 2018 | $114.8M | $114.8M | $0 | 3 | 0 |
| Nov 2016 | $75.6M | $75.6M | $0 | 3 | 400 |
| Aug 2016 | $75.6M | $75.6M | $0 | 3 | 0 |
| Apr 2016 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$366.5M
Discretionary$366.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$301.9M
Discretionary$301.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$301.9M
Discretionary$301.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$222.9M
Discretionary$222.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2016
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees3
Clients400
DateAug 2016
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0