Lokken Investment Group Llc

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Lokken Investment Group, LLC

(9 days ago) Lokken Investment Group, LLC. 1413 Savannah Road, Suite 4. Lewes, DE 19958. Phone: 302-645-6650. Fax: 302-645-6622

https://www.lokkeninvest.com/

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Lokken Investment Group, LLC LinkedIn

(Just Now) Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial

https://www.linkedin.com/company/lokken-investment-group-llc

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LOKKEN INVESTMENT GROUP LLC Top 13F Holdings

(7 days ago) Lokken Investment Group is based out of Lewes. Lokken Investment Group is a hedge fund with 382 clients and discretionary assets under management (AUM) of $222,870,631 (Form ADV from 2021-02-18). Their last reported 13F filing for Q2 2021 included $123,113,000 in managed 13F securities and a top 10 holdings concentration of 42.36%.

https://whalewisdom.com/filer/lokken-investment-group-llc

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Lokken Investment Group, LLC - Home Facebook

(8 days ago) Lokken Investment Group, LLC. 138 likes · 2 talking about this · 2 were here. Lokken Investment Group is an independent wealth management firm in Lewes, Delaware, dedicated to ensuring that our

https://www.facebook.com/lokkeninvest/

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Lokken Investment Group, LLC Wealthminder

(6 days ago) Lokken Investment Group, LLC Lokken Investment Group, LLC (CRD# 283696) is a financial advisory firm headquartered in Lewes, DE. They manage $222,870,631 in 963 accounts and serve the financial needs of clients across 10 states (or territories).

https://www.wealthminder.com/financial-advisors/advisory-firms/lokken-investment-group-llc/50016

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Lokken Investment Group LLC - Company Profile and News

(3 days ago) Lokken Investment Group, LLC offers investment advisory services. The Company provides financial planning, risk tolerance, cash flow and debt management, and consulting services.

https://www.bloomberg.com/profile/company/1412068D:US

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Jonathan Lokken - Owner - Lokken Investment Group, LLC

(5 days ago) Lokken Investment Group, LLC 2008 - Present 13 years. Lewes, DE Portfolio Manager Big Oak Partners Fund, LP Oct 2018 - Present 2 years 7 months. Vice President

https://www.linkedin.com/in/jlokken

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Lokken Investment Group, LLC -- Jonathan Lokken Lewes

(5 days ago) Lokken Investment Group, LLC is an independent financial services practice based in Lewes, DE focused on delivering exceptional and dedicated investment services to select clients in the Mid-Atlantic region. As an independent practice, we are dedicated to one constituency - our clients. Our mission is to create and manage custom investment

https://www.leweschamber.com/organization/lokken-investment-group-llc-jonathan-lokken

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Lokken Investment Group, LLC (Lewes) Adviser Rankings

(3 days ago) Lokken Investment Group, LLC is a large advisory firm based in Lewes. It manages $125.46 million of regulatory assets for 637 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Delaware, Florida, Maryland, and Pennsylvania.

https://wallmine.com/adviser/241316/lokken-investment-group-llc

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Lokken Investment Group, LLC - smartadvisormatch.com

(7 days ago) Lokken Investment Group, LLC is a financial advisory business based out of Lewes, Delaware. It administers $139 million in total assets between its 678 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advice …

https://smartadvisormatch.com/advisor-network/delaware/sean-merlonghi-6146825

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Lokken Investment Group LLC - gurufocus.com

(6 days ago) Lokken Investment Group LLC Last update 2021-08-03 115 Stocks (13 new) Value $123.00 Mil Turnover 11 % Top Holdings: VTV(7.57%) VUG(7.53%) BSV(4.79%) VO(4.39%) AAPL(3.99%) Guru Portfolio Report Download Summary Stock Picks Current Portfolio This section is for PremiumPlus P Membership subscribers only. GuruFocus PremiumPlus P Membership. Take a

https://www.gurufocus.com/guru/lokken+investment+group+llc/current-portfolio/portfolio

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LOKKEN INVESTMENT GROUP - Request Consultation - Investing

(4 days ago) Lokken Investment Group is owned and managed by Jonathan Lokken, CIMA® who has been professionally managing clients' investments since 1997. In 2008, he founded Lokken Investment Group, LLC which is one of the largest independent investment firms in the Coastal Delmarva Region. Lokken Investment Group is Fee-Only and a Fiduciary.

https://www.yelp.com/biz/lokken-investment-group-lewes

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