Locker Financial Services, LLC
Locker Financial Services, LLC is an SEC-registered wealth manager in Verona, NJ with $213.8M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Locker Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120900, SEC 801-118288, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $213.8M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Verona, NJ
- Employees
- 3
- Clients
- 141
- CRD
- 120900
- Ownership
- LOCKER, LAUREN; CHAN, ANDREW
How much AUM does Locker Financial Services, LLC have?
Locker Financial Services, LLC reported $213.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Locker Financial Services, LLC?
Disclosed owners and executives of Locker Financial Services, LLC include LOCKER, LAUREN, CHAN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.