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

More on this firm