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
By the Numbers
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Total Assets Under Management91MILLION
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Total Number of Accounts488ACCOUNTS
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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

Registered Investment Advisor
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
1
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.
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