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Lokken Investment Group, LLC

EST. AUM
$366,520,850

CONTACTS
1

CLIENT ACCOUNTS
1,345

Firm Details

Metro area Philadelphia
CRD Number 283696
Website lokkeninvest.com
Client types

Overview

Lokken Investment Group, LLC is a fee-only, independent investment advisory firm based in Lewes, Delaware. The firm focuses on customized portfolio management and financial planning for individual clients, especially retirees and those nearing retirement. With approximately US$366 million in assets under management, the firm emphasizes long-term financial security, objective advice, and tailored investment strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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