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).
Total Assets Under Management4MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$389,300
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Ryan Donohew (CRD# 4338491) is an Investment Advisor Representative working at Lockwood Wealth Management Inc. in Riverside, CT and has over 16 years of experience in the finance industry.