Lockerman Financial Group Inc

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Assets, Funds, Holdings

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Lockerman Financial Group Inc
CRD #316860
SEC #801-122651
CIK #0001906539
AUM $119.6 MM (2024-02-08)
Employees 1 (100% Investors, 0% Brokers)
Phone949-544-3500
Address4695 MacArthur Court
Newport Beach, CA 92660
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
13010478522602009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 1.8
MASI 7,608.0 1.8
NVDA 399,550.0 1.4
AAPL 2,382,844.0 1.3
AMZN 1,092,997.8 0.7
NOC 72,230.4 0.7
PG 338,108.9 0.7
JPM 340,169.2 0.7
SPEM 0.6
GOOGL 1,475,138.5 0.6
View All
Holdings by Sector ($MM)
604836241202022202320242025
AUM Breakdown Accounts AUM ($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 - 2024
13F-HR [0001906539]
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