LOCKSHIELD PARTNERS, INC.

LOCKSHIELD PARTNERS, INC. of GLASGOW, KY is an SEC-registered investment adviser (CRD 175433). Regulatory assets under management: $290.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (4)

NameRoleLocation
Daniel Joseph KleinCHIEF COMPLIANCE OFFICER/MANAGING MEMBERBaltimore, MD
KLEIN DARIAN JOSEPHCHIEF COMPLIANCE OFFICER/MANAGING MEMBER; MANAGING MEMBER—
HARSTON JEREMIAH WARRENCHIEF COMPLIANCE OFFICER—
Jeremiah Warren HarstonPARTNER—

Branch offices (2)

CityStateEmployeesPhone
BOWLING GREENKY1270-629-2046
BOWLING GREENKY1270-629-2046

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