LOCKERMAN FINANCIAL GROUP, INC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 316860). Regulatory assets under management: $110.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Lisa Lynn Lockerman | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| LOCKERMAN LISA LYNN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |