LOKKEN INVESTMENT GROUP, LLC

LOKKEN INVESTMENT GROUP, LLC of LEWES, DE is an SEC-registered investment adviser (CRD 283696). Regulatory assets under management: $366.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

NameRoleLocation
Carrie Mae RuarkCHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL
Karlyn Foraker LokkenOWNER
LOKKEN JONATHAN LAWRENCEMANAGING PRINCIPAL; MANAGING PRINCIPAL AND CCO
RUARK CARRIE MAECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL
LOKKEN KARLYN FORAKEROWNER

Branch offices (2)

CityStateEmployeesPhone
ANNAPOLISMD1443-603-0300
ANNAPOLISMD1443-603-0300

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