Lockwood Wealth Management Inc.
Lockwood Wealth Management Inc. (CRD# 149888) is a financial advisory firm headquartered in , . They manage $3,893,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lockwood Wealth Management Inc.
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$389,300
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Lockwood Wealth Management Inc.
No Advisor Found.
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