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| Keyboard |
| Lockerman Financial Group Inc
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|---|---|
| CRD # | 316860 |
| SEC # | 801-122651 |
| CIK # | 0001906539 |
| AUM | 110.1 M (2026-01-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 949-544-3500 |
| Address | 4695 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 2.3 | ||
| SPDR Gold Trust | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 14.7 |
| (b) Individuals (high net worth individuals) | 35 | 95.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 271 | 110.1 |
| By Discretionary | ||
| Discretionary | 271 | 110.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 271 | 110.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.1 | |
| Total | 271 | 110.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906539] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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