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).

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 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.

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