Lockwood Wealth Management Inc.

Lockwood Wealth Management Inc. (CRD# 149888) is a financial advisory firm headquartered in , . They manage $904,375 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $100,486
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Lockwood Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ryan J. Donohew
CRD#: 4338491
Riverside, CT
93
Wealthminder
score

Ryan Donohew (CRD# 4338491) is an Investment Advisor Representative working at Lockwood Wealth Management Inc. in Riverside, CT and has over 15 years of experience in the finance industry.

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