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| Lockerman Financial Group Inc
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| CRD # | 316860 |
| SEC # | 801-122651 |
| CIK # | 0001906539 |
| AUM | $119.6 MM (2024-02-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 949-544-3500 |
| Address | 4695 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Value ($MM) | |
|---|---|---|---|
| Microsoft Corp | 1.8 | ||
| Masimo Corp | 1.8 | ||
| Nvidia Corp | 1.4 | ||
| Apple Inc | 1.3 | ||
| Amazon Com Inc | 0.7 | ||
| Northrop Grumman Corp /DE/ | 0.7 | ||
| Procter & Gamble Co | 0.7 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Global MOFY Metaverse Ltd | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 14.7 |
| (b) Individuals (high net worth individuals) | 32 | 104.9 |
| (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 | 241 | 119.6 |
| By Discretionary | ||
| Discretionary | 241 | 119.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 241 | 119.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.6 | |
| Total | 241 | 119.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906539] |
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