Lockerman Financial Group, Inc

$110.1MAssets under management
as of Jan 2026 · SEC Form ADV
Newport Beach, CA
Visit website
1 person on Advicer connected to this.

Tech stack

No one at Lockerman Financial Group, Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $62M held · filed Feb 2024
Pershing
Per Form ADV · $44M held · filed Feb 2024
Schwab
Per Form ADV · $13M held · filed Feb 2024