Lokken Investment Group, LLC

Lokken Investment Group, LLC (CRD# 283696) is a financial advisory firm headquartered in Lewes, DE. They manage $91,280,528 in 488 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1413 Savannah Road,, Suite 4, Lewes, DE 19958
http://www.linkedin.com/in/jlokken
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    488
    ACCOUNTS
  • Average Account Value
    $187,050
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
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.

DE, MD

Financial Advisors at Lokken Investment Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Lokken, financial advisor Lewes DE
Jonathan L. Lokken
CRD#: 2956806
1413 Savannah Road,, Suite 4, Lewes, DE 19958
93
Wealthminder
score

Jonathan Lokken (CRD# 2956806) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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