Be advised. This firm is no longer registered.

Lockbox Capital, LLC

Lockbox Capital, LLC (CRD# 166634) is a financial advisory firm headquartered in Tustin, CA. They manage $11,015,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,203,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lockbox Capital, LLC
No Advisor Found.
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