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LOCKERMAN FINANCIAL GROUP, INC

NEWPORT BEACH, CA · CRD 316860 · IAPD ↗ · 949-544-3500

$110.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2024 — LOCKERMAN FINANCIAL GROUP, INC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.