LOCKERMAN FINANCIAL GROUP, INC
CRD #316860 SEC #801-122651 NEWPORT BEACH, CA 949-544-3500
SEC Registered
Total AUM
$134.8M
Discretionary
$134.8M
Employees
1
Clients
10
Accounts
252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $134.8M | $134.8M | $0 | 1 | 0 |
| Feb 2024 | $119.6M | $119.6M | $0 | 1 | 0 |
| Feb 2023 | $110M | $110M | $0 | 1 | 0 |
| Jan 2022 | $129.1M | $129.1M | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0