Lockerman Financial Group, Inc
Lockerman Financial Group, Inc is an SEC-registered ria in Newport Beach, CA with $110.1M assets under management (AUM, regulatory AUM), -18% over one year. See who owns Lockerman Financial Group, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316860, SEC 801-122651, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $110.1M (2026-01-23)
- Firm type
- Ria
- Location
- Newport Beach, CA
- Employees
- 1
- Clients
- 69
- CRD
- 316860
- Ownership
- LOCKERMAN, LISA, LYNN; LISA L. LOCKERMAN LIVING TRUST
How much AUM does Lockerman Financial Group, Inc have?
Lockerman Financial Group, Inc reported $110.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Lockerman Financial Group, Inc?
Disclosed owners and executives of Lockerman Financial Group, Inc include LOCKERMAN, LISA, LYNN, LISA L. LOCKERMAN LIVING TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.